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Matthew Joseph Evans

Wealth Management Group, LLC

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About Matthew Joseph Evans

Matthew Evans is a financial advisor with Wealth Management Group, LLC, a firm that has been in business since 2010. Matthew has been in the industry for over 14 years and is registered to provide financial advice in 21 states. Matthew has a wide range of experience in the industry and is committed to providing personalized financial advice to help his clients achieve their financial goals. Matthew is also a Certified Financial Planner. Matthew is committed to providing personalized financial advice to help his clients achieve their financial goals.

Firm Information

Matthew Evans is currently registered with Wealth Management Group, LLC. Wealth Management Group, LLC is an investment advisor headquartered in Inverness, Illinois, with over $660 million in regulatory assets under management. They offer a range of services, including financial planning, pension consulting, and portfolio management for individuals, charitable organizations, corporations, and pension plans. Their team includes 10 licensed agents, 30 investment advisor representatives, and 28 registered representatives.
Wealth Management Group, LLC

1605 WEST COLONIAL PARKWAY

INVERNESS, IL 60067

$660.29M

Assets Under Management

8

Total Clients

5

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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financial planning services

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

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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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 Evans’s Registration & Firm History

IL

10/14/2024 - Present

Wealth Management Group, LLC (Naperville IL)

CA

03/18/2016 - 06/23/2017

CROWN CAPITAL SECURITIES, L.P. (ORANGE CA)

CA

06/29/2015 - 03/15/2016

MINISTRY PARTNERS SECURITIES, LLC (BREA CA)

CA

03/08/2011 - 06/25/2015

AXA ADVISORS, LLC (IRVINE CA)

IL

04/21/2010 - 03/04/2011

SECURIAN FINANCIAL SERVICES, INC. (BANNOCKBURN IL)

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Licenses & Designations

BOTH

Issued 05/28/2010

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/20/2010

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Matthew Joseph Evans.
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