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Matthew Brandon Roedel

THE Leaders Group, Inc.

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About Matthew Brandon Roedel

Matthew Brandon Roedel is a financial advisor with The Leaders Group, Inc. based in Littleton, CO. Matthew has been in the financial services industry since 2012. Matthew is registered in the state of Minnesota and has Series 6, 26 and 63 licenses.

Firm Information

Matthew Roedel is currently registered with THE Leaders Group, Inc.. THE Leaders Group, Inc. is a Corporation registered in 52 states and the District of Columbia, with an approved SEC registration. Formed on July 14, 1994, the firm has a history of providing financial services.

Not reported

Assets Under Management

Not reported

Total Clients

854

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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Matthew Roedel’s Registration & Firm History

CO

05/26/2022 - Present

THE Leaders Group, Inc. (LITTLETON CO)

MN

02/26/2021 - 08/03/2021

CETERA ADVISOR NETWORKS LLC (MINNEAPOLIS MN)

CO

07/25/2019 - 03/26/2021

THE LEADERS GROUP, INC. (LITTLETON CO)

CO

02/28/2014 - 05/09/2019

THE LEADERS GROUP, INC. (LITTLETON CO)

MN

12/16/2013 - 01/23/2014

QUESTAR CAPITAL CORPORATION (MINNEAPOLIS MN)

MN

05/25/2011 - 12/12/2013

ALLIANZ LIFE FINANCIAL SERVICES, LLC (GOLDEN VALLEY MN)

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Licenses & Designations

BC

Issued 08/17/2011

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/13/2011

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/24/2011

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Matthew Brandon Roedel.
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