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Matthew Jordan Walters

MacH-1 Financial Group, LLC

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About Matthew Jordan Walters

Matthew Jordan Walters is a financial advisor with MacH-1 Financial Group, LLC, based in Rogers, Arkansas. Matthew has been working in the financial services industry since 2013. Matthew has a Series 65 license, which is the Uniform Investment Adviser Law Examination. Matthew is also a Certified Financial Planner. Matthew has experience working with both high net worth individuals and individuals other than high net worth. Matthew also works with charitable organizations and businesses. Matthew is licensed to provide investment advice in Arkansas and Texas. In addition to his role at MacH-1 Financial Group, LLC, Matthew also works as an insurance agent with David A. Lee, Inc.

Firm Information

Matthew Walters is currently registered with MacH-1 Financial Group, LLC. MacH-1 Financial Group, LLC is an investment advisor headquartered in Rogers, Arkansas. The firm provides financial planning and portfolio management services for individuals and other clients. They manage over $354 million in assets for approximately 3,089 accounts. MacH-1 Financial Group offers their services to individuals (both high-net-worth and other), corporations, charitable organizations, and other clients.
MacH-1 Financial Group, LLC

1001 S. 52ND STREET

ROGERS, AR 72758

$354.37M

Assets Under Management

Not reported

Total Clients

7

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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selection of other advisors

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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 Walters’s Registration & Firm History

AR

08/06/2020 - Present

MacH-1 Financial Group, LLC (ROGERS AR)

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Licenses & Designations

IA

Issued 06/17/2016

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Matthew Jordan Walters.
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