linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Matthew John Gentzkow

Waddell & Associates, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Matthew? Claim Your Profile

About Matthew John Gentzkow

Matthew Gentzkow is an investment advisor representative for Waddell & Associates, LLC with over 10 years of experience in the financial industry. Matthew specializes in providing financial planning, portfolio management, and insurance solutions to individuals, businesses, and charitable organizations. He has worked previously for UBS Financial Services Inc and Morgan Stanley.

Firm Information

Matthew Gentzkow is currently registered with Waddell & Associates, LLC. Waddell & Associates, LLC is an investment advisor registered with the SEC. The firm has 11 investment advisor representatives and manages approximately $1.34 billion in regulatory assets under management. Waddell & Associates provides financial planning, pension consulting, and portfolio management services to individuals, corporations, and other institutions. The firm's main office is located in Memphis, Tennessee.
Waddell & Associates, LLC

5188 WHEELIS DRIVE

MEMPHIS, TN 38117

$1.34B

Assets Under Management

1

Total Clients

12

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

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

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

credit and cash management solutions and insurance solutions

Credit and cash management solutions and insurance solutions

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

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

check

other

Revenue sharing with frs and on elibible credit and cash managem

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Matthew Gentzkow’s Registration & Firm History

TN

05/08/2024 - Present

Waddell & Associates, LLC (MEMPHIS TN)

TN

11/19/2015 - 03/25/2024

UBS FINANCIAL SERVICES INC. (NASHVILLE TN)

TN

04/09/2015 - 11/20/2015

MORGAN STANLEY (NASHVILLE TN)

TN

02/04/2014 - 04/07/2015

UBS FINANCIAL SERVICES INC. (NASHVILLE TN)

Not sure if Matthew John Gentzkow is right for you?

Licenses & Designations

BOTH

Issued 05/06/2014

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/04/2014

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Matthew John Gentzkow.
Not sure if Matthew John Gentzkow is right for you?