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Paladin Research Report For:

Matt Breimayer

Strategy Financial, LLC

2800 Arborview Drive
Suite 13
Traverse City, MI 49685
231-714-5077

About Matt Breimayer

Matt has been working with individuals and businesses in the area for over 16 years and is licensed to sell a variety of investment and insurance products. He is dedicated to developing lasting relationships with all his clients. He believes in helping you assess your financial goals and participate in the management of your finances. One of the benefits of working with Matt is his ability to provide clear, easily understood explanations of financial products and services. The personalized program that we can provide is a roadmap to working toward a more secure financial future. Matt looks forward to using his expertise to help you pursue your financial goals.

See Disclosures

General Information

Firm Start Year
  • 2016
No. of Employees
  • 2-4
CRD#
  • 4817098
Firm CRD#
  • 124583
Name of Broker/Dealer
  • J.W. Cole Financial Inc
Years of Experience in Financial Services
  • 15
Number of Years with Current Firm
  • 8

Compliance

Acknowledged fiduciary
  • Yes

Qualifications & Membership

Securities Licenses
  • Series 65, Series 63

Disclosures

PaladinRegistry.com provides referrals to financial professionals. PaladinRegistry.com is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.

Securities offered through J.W. Cole Financial, Inc. (JWC) Member FINRA/SIPC. Advisory services offered through J.W. Cole Advisors, Inc. (JWCA). Strategy Financial, JWC & JWCA are separate and unaffiliated entities.

Additional Detailed Disclosures
https://www.paladinregistry.com/disclosure/1887519/paladinregistry-Strategy-Financial,-LLC-detailed-disclosure.html