Michael John Matuska
Investment adviser representative at United Planners' Financial Services of America A Limited Partner
21 yearsExperience
1 stateRegistered in
ChFC®Designation
$12.8BFirm 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 feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
21 years in the industry.
- Michael J. MatuskaJun 2021 to now
- United Planners' Financial Services of America A Limited PartnerJan 2020 to now
- United Planners Financial ServicesJan 2020 to now
- Full Circle FinancialSep 2017 to now
- Proequities IncJul 2016 to Jan 2020
- Richard J Falk InsuranceJan 2005 to Sep 2023
- Richard J Falk Insurance Company, Inc (rjf, Inc)Jan 2005 to Sep 2023
- Catholic United Financial LLCJan 2005 to Oct 2022
Designations
- ChFC®
Exams passed
- Series 66 · Uniform Combined State Law2016
State registrations
Registered as an investment adviser representative in 1 state (MN).
United Planners' Financial Services of America A Limited Partner
$12.8BAssets managed
30,369Clients
357Advisers
26 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
- 6679507
- Firm CRD
- 20804