Matthew Allen Veenker
Investment adviser representative at Raymond James Financial Services Advisors, Inc
13 yearsExperience
2 statesRegistered in
CFP® certification, CFADesignations
$390BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeCommissionsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
13 years in the industry.
- Raymond James Financial Services Advisors, Inc.Nov 2023 to now
- FnboNov 2023 to now
- Raymond James Financial Services, Inc.Nov 2023 to now
- First National Advisers LLCSep 2022 to Nov 2023
- First Investments and PlanningAug 2019 to Sep 2022
- Raymond James Financial Services Advisors Inc.Jun 2015 to Sep 2022
- Raymond James Financial Services,incJun 2015 to Sep 2022
- First National Bank of OmahaMar 2013 to Sep 2022
Designations
- CFP® certification
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law1993
- Series 65 · Uniform Investment Adviser Law1999
- Series 66 · Uniform Combined State Law2007
State registrations
Registered as an investment adviser representative in 2 states (CO, TX).
Raymond James Financial Services Advisors, Inc
$390BAssets managed
508,439Clients
6,726Advisers
17 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2325368
- Firm CRD
- 149018