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Matthew Glen Wicklund

Investment adviser representative at Contego Capital Group, Inc.
18 yearsExperience
1 stateRegistered in
$88MFirm assets
8 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting

Experience

18 years in the industry.

  1. Contego Capital Group, Inc.Apr 2018 to now
  2. Contego Capital BenefitsMar 2008 to now

Exams passed

  • Series 63 · Uniform Securities Agent State Law2003
  • Series 65 · Uniform Investment Adviser Law2018

State registrations

Registered as an investment adviser representative in 1 state (MN).

Contego Capital Group, Inc.

$88MAssets managed
89Clients
8Advisers
8 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
2454613
Firm CRD
128518
Advisor's SEC record (opens in a new tab)
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