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Matthew Brassfield

4 Years of Experience
Broker

Matthew Brassfield is a registered investment advisor at Continental Investors Services, INC., based in Caldwell, ID, with 4 years of industry experience. Their practice areas include Investment Management. Their firm serves 605 clients with $200M in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)
Firm Size
8 advisors
IM Fee
Planning only
Assets Under Management
$196.8M

Fee Structure

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

822 Blaine St., Caldwell, ID, 83605

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Continental Investors Services, INC.
March 2023 - Present · 3 yrs 1 mo
Continental Investors Services, INC.Broker
February 2023 - Present · 3 yrs 2 mos
Previous Registrations
Continental Investors Services, INC.Broker
February 2008 - August 2009 · 1 yr 6 mos
State Registrations14 states
AZCACOFLIDMEMTNVOKORTXUTWAWY
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Matthew Brassfield - Financial Advisor | TrueAdvisor