Matthew Brendan Haefner
Investment adviser representative at Monograph Wealth Advisors, LLC
14 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$3.2BFirm assets
Are you Matthew Brendan Haefner? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
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
14 years in the industry.
- Monograph Wealth Advisors, LLCNov 2016 to now
- Oakwood Capital Management LLCNov 2012 to Nov 2016
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2011
State registrations
Registered as an investment adviser representative in 1 state (CA).
Monograph Wealth Advisors, LLC
$3.2BAssets managed
213Clients
10Advisers
11 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
- 5808314
- Firm CRD
- 173949