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Matthew Idoux

Advisor at MDRN Capital

Updated today

Location

Imperial, MO

Credentials

CFP®, Series 66

Industry experience

10 years

About

Matthew Idoux is a CFP® professional with 10 years of industry experience. He has worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated from 2013 to 2024 and joined MDRN Capital in 2024. In addition to his advisory role, he is an insurance agent with MDRN Insurance, LLC. MDRN Capital provides discretionary wealth management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm employs a combination of fundamental and technical analysis with a long-term investment orientation, utilizing independent managers, mutual funds, ETFs, and individual securities.

Client services

Based on MDRN Capital

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Based on MDRN Capital

Wealth management Retirement plans for business owners (SEP, solo 401k)

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Fee options

Fixed

Financial planning services fixed fee from $500 to $10,000 per engagement

Percentage

$0 - $1,000,000: 1.50% annually $1,000,001 - $2,500,000: 1.25% annually $2,500,001 - $5,000,000: 1.00% annually $5,000,001 - $10,000,000: 0.75% annually $10,000,001 - $20,000,000: 0.50% annually $20,000,001+: Negotiable

Commissions

Certain advisory persons earn commissions on insurance products sold through affiliated MDRN Insurance

Other

Fee-only: Financial planning services fixed fee ranging from $500 to $10,000 per engagement; Retirement plan advisory fees range from 0.5% to 1.5% annually

Location

Imperial, MO

Most active in

Missouri

Work history

MDRN Capital, LLC

2024 - Present (2 years)

Merrill

2013 - 2024 (11 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Bruce Krieg is a financial advisor at Midwest Investment Advisors, LLC in Fenton, Missouri, holding a Series 65 designation with 15 years of industry experience. He has been with Midwest Investment Advisors since 2010 and also has a long-standing association with Kriegl Lohbeck & Co dating back to 1992. Midwest Investment Advisors serves individual, high-net-worth, institutional, and business clients, providing discretionary portfolio management and financial planning. The firm employs multiple analysis methods and manages all portfolios in-house, overseeing a notably high client load for a solo advisor and maintaining an affiliation with an accounting firm to offer complementary services.

Options & derivatives strategies Real estate investing Annuities
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Factor investing / smart beta Active portfolio management
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Retirement income strategy General retirement planning Income planning Annuities Options & derivatives strategies Founder/Business Owner Executive
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Brian Skrobonja is the founder and president of Skrobonja Wealth Management, LLC, with 31 years of experience in the financial industry. He holds the ChFC® designation and has worked at firms including Kalos Management, National Planning Corporation, and Madison Avenue Securities. Outside of advisory roles, he is an author who produces books, blogs, and podcasts on financial topics. Skrobonja Wealth Management provides discretionary asset management and financial planning primarily for individual clients, managing about $32.3 million across roughly 282 accounts. The firm employs a multi-faceted investment process that includes fundamental, technical, quantitative, and cyclical analysis, with a focus on asset allocation, fixed-income strategies, and periodic portfolio rebalancing.

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St. Louis, MO

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Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Income planning Long-term care insurance Founder/Business Owner Retired
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