Mathew Dahlberg
Main Street Investments · Kansas City, Missouri
Mathew Dahlberg is a fee-only financial advisor at Main Street Investments in Kansas City, Missouri, who holds the CFP credential. Main Street Investments reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Main Street Investments |
|---|---|
| Based in | Kansas City, Missouri |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $9.3M across 71 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in KS, MO · CRD 6065607 |
| Exams passed | Series 65 (2012) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.mainstreetinvestments.com |
| Profile |
How Mathew's firm compares
- Main Street Investments's average account is about $131,000, from its Form ADV (assets managed divided by 71 accounts).
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Questions about Mathew
Is Mathew Dahlberg a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Mathew holds no broker registration, and Main Street Investments reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Mathew charge for financial advice?
Mathew's firm, Main Street Investments, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Mathew Dahlberg based?
Mathew Dahlberg is based in Kansas City, Missouri.
What credentials does Mathew Dahlberg hold?
Mathew Dahlberg holds the CFP credential.
Is Mathew Dahlberg registered with the SEC?
Yes. Mathew Dahlberg is registered as an investment adviser representative in KS and MO (CRD 6065607), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Main Street Investments manage?
Main Street Investments reports $9.3M across 71 accounts in assets under management.
How do I contact Mathew Dahlberg?
Through Mathew's website, www.mainstreetinvestments.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Kansas City
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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