Alex Keaton Matz
Investment adviser representative at Equitable Advisors, LLC
20 yearsExperience
1 stateRegistered in
$47.3BFirm assets
48 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 assetsHourlyFixed or flat fee
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
20 years in the industry.
- Equitable Advisors, LLCOct 2021 to now
- University of Wisconsin - ParksideSep 2022 to Dec 2024
- Kimberly Phillips Financial LLC dba Life Time FinaDec 2020 to Jun 2024
- University of Wisconsin-la CrosseSep 2019 to May 2022
- Firefighters Credit UnionJun 2019 to Dec 2020
- MenardsNov 2017 to Jun 2019
- University of Wisconsin-stevens PointSep 2017 to May 2019
- Woodman's Food MarketsMay 2016 to Aug 2017
- Bangor School DistrictSep 2004 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (WI).
Equitable Advisors, LLC
$47.3BAssets managed
76,027Clients
4,640Advisers
48 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
- 7320900
- Firm CRD
- 6627