Michael Allen Matheson
Investment adviser representative at Matheson & Rock Wealth Management, LLC
17 yearsExperience
2 statesRegistered in
$530MFirm assets
7 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 assetsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Pension consulting
Experience
17 years in the industry.
- Prs 2322, LLCDec 2022 to now
- Matheson & Rock Wealth Management, LLCAug 2017 to now
- Private Client ServicesNov 2017 to Oct 2022
- Detalus Advisors, LLC dba Beyer & Rock Investments, LLCNov 2016 to Nov 2017
- Detalus Securities, LLC dba Beyer & Rock Investments, LLCJan 2009 to Nov 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law1995
- Series 65 · Uniform Investment Adviser Law2016
State registrations
Registered as an investment adviser representative in 2 states (IA, TX).
Matheson & Rock Wealth Management, LLC
$530MAssets managed
428Clients
3Advisers
7 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
- 2553786
- Firm CRD
- 289603