Matthew Edward Bragg
Advisor at Smith, Moore & Co. — Moberly, MO
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
CFP®, Series 63
Experience Industry experience
32 years
Location
Moberly, MO 65270
Smith, Moore & Co.
Multi-team
Matthew Bragg is a CFP® with 31 years of industry experience, currently serving as a financial advisor at Smith, Moore & Co. since 2021. His prior experience includes roles at LPL Financial LLC and Investment Centers of America. He is also licensed as an insurance agent, engaging in insurance service and sales on a limited basis. Smith, Moore & Co. advises individual and high-net-worth clients, corporations, and pension/profit-sharing plans, offering portfolio management, financial planning, investment consulting, and model-portfolio solutions. The firm employs a multi-team approach, utilizing both advisor-managed accounts and third-party manager arrangements.
Based on Smith, Moore & Co.
Commissions and other transaction-based compensation are received when clients effect securities transactions through Smith Moore broker-dealer; includes 12b-1 fees and insurance commissions
Investment consulting and financial planning services charged hourly, ranging from $125 to $600 per hour, negotiable
Minimum fee: Open Architecture Advisory Plan: $400 annually; Smith Moore Select Models Advisory Plan: $135 (qualified accounts) or $100 (non-qualified accounts) annually Fee-only: Investment advisory fees generally range between 0.5% and 3% annually, negotiable per client
Moberly, MO
520 North Morley Street, Suite E
Moberly MO 65270
Advisors at this office
1
Missouri
32 years of industry experience
Smith, Moore & Co.
2021 - Present • 5 years
Moberly, MO
LPL Financial
2017 - 2021 • 4 years
Moberly, MO
Investment Centers of America
2015 - 2017 • 2 years
Moberly, MO
OSAIC Services, Inc.
2011 - 2015 • 4 years
Spectrum Capital, LLC
2004 - 2011 • 7 years
Moberly, MO
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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