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Matthew Daniel Wilke

Advisors Asset Management, Inc.

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About Matthew Daniel Wilke

Matthew Wilke is a registered investment advisor representative with Advisors Asset Management, Inc. Matthew has been in the industry since May 2006 and has experience with Allianz Life Financial Services, LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated, Banc of America Investment Services, Inc., and LaSalle Financial Services, Inc. Matthew has a broad range of knowledge, with expertise in securities, investments, and portfolio management.

Firm Information

Matthew Wilke is currently registered with Advisors Asset Management, Inc.. Advisors Asset Management, Inc. is a corporation formed in 2008 and headquartered in Monument, Colorado. The firm provides investment advisory services to individuals, businesses, and pooled investment vehicles. They specialize in portfolio management and serve a wide range of clients including individuals, corporations, investment companies, pension plans, and other investment advisors. The firm is registered with the SEC and in all 50 states and the District of Columbia. Their website and social media presence provide access to their services and resources.
Advisors Asset Management, Inc.

18925 BASE CAMP ROAD

MONUMENT, CO 80132

$3.85B

Assets Under Management

Not reported

Total Clients

185

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.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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supervisor/evaluator to unit investment trusts

Supervisor/evaluator to unit investment trusts

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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percentage of assets

A percentage of the total value of assets under management is charged.

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Matthew Wilke’s Registration & Firm History

IL

09/03/2013 - Present

Advisors Asset Management, Inc. (LISLE IL)

MN

08/03/2010 - 08/20/2013

ALLIANZ LIFE FINANCIAL SERVICES, LLC (GOLDEN VALLEY MN)

IL

10/23/2009 - 07/28/2010

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CHICAGO IL)

IL

10/24/2008 - 10/23/2009

BANC OF AMERICA INVESTMENT SERVICES, INC. (CHICAGO IL)

IL

07/26/2006 - 10/24/2008

LASALLE FINANCIAL SERVICES, INC. (CHICAGO IL)

IL

05/17/2006 - 07/28/2006

GUNNALLEN FINANCIAL, INC (CHICAGO IL)

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Licenses & Designations

BOTH

Issued 08/30/2013

Series 66 - Uniform Combined State Law Examination

BC

Issued 06/27/2006

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/12/2019

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/16/2006

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Matthew Daniel Wilke.
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