Unclaimed
Matthew Gary Fischer is a financial advisor with Wells Fargo Advisors Financial Network, LLC in Leawood, Kansas. Matthew is licensed to provide financial advice in Illinois, Kansas, and Texas. Matthew joined Wells Fargo Advisors Financial Network, LLC in October 2021. Prior to that, Matthew worked as a financial advisor at Creative Planning, Inc. in Overland Park, Kansas. Matthew holds a Series 63, Series 65, Series 7TO and SIE license. Matthew has a strong background in financial planning and investment management. Matthew specializes in providing investment advice to individuals, families, businesses, and charitable organizations. Matthew's commitment to providing personalized financial advice and helping clients achieve their financial goals.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Investment consulting services to institutional clients
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
KS
12/13/2022 - Present
Wells Fargo Advisors Financial Network, LLC (LEAWOOD KS)
BC
Issued 01/20/2022
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 04/03/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/05/2022
Series 7TO - General Securities Representative Examination
BC
Issued 11/24/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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