Matthew Kloos
Investment adviser representative at Success Wealth Management LLC
10 yearsExperience
1 stateRegistered in
$110.5MFirm assets
2 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
Experience
10 years in the industry.
- Success Wealth Management LLCMay 2026 to now
- American Senior BenefitsApr 2026 to now
- Cetera Investment Advisers LLCFeb 2024 to Apr 2026
- Cetera Investment Services LLCFeb 2024 to Apr 2026
- PNC BankAug 2023 to Feb 2024
- Mutual of Omaha Investor ServicesAug 2023 to Aug 2023
- Kenny Ross FordSep 2022 to May 2023
- Mutual of Omaha Insurance CompanyMay 2022 to Aug 2023
- MgdyessMar 2022 to Sep 2022
- Key Investment Services LLCDec 2021 to Apr 2022
- Prudential Financial Planning ServicesSep 2021 to Dec 2021
- Prudential Insurance Company of AmericaJan 2021 to Nov 2021
- UpsNov 2020 to Jan 2021
- Pruco Securities LLCJun 2020 to Nov 2021
- PNC BankJan 2017 to Dec 2020
- Century Support ServicesJun 2016 to Jan 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 1 state (PA).
Success Wealth Management LLC
$110.5MAssets managed
821Clients
15Advisers
2 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
- 7292988
- Firm CRD
- 299094