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Publication of Financial Periodicals Advisors
50,030 Results
Unclaimed

Thornburg Investment Management Inc.

location

SANTA FE, NM

experience

5 Years Experience

0 Disclosures

ADVISOR BIO

Matias Cleland is an investment advisor representative who has been active in the industry since 2019. Matias has a Series 63, Series 65, and Series 7TO securities licenses. Matias Cleland is currently registered with Thornburg Investment Management Inc.. Matias has been with Thornburg Investment Management Inc. since June 2023 and was previously employed at Natixis Distribution, LLC.

SPECIALIZATIONS

Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
Portfolio Management for Pooled Investment Vehicles
Unclaimed
location

GREENVILLE, SC

0 Disclosures

ADVISOR BIO

Matson Munro Hutchins is a financial advisor with over 9 years of experience. Matson Hutchins is currently registered with Mariner Wealth and is licensed to provide investment advice in South Carolina. Previously, Matson Hutchins worked at Commonwealth Financial Network, Scottrade, Inc., and AXA Advisors, LLC. Matson Hutchins holds the Series 66, Series 7, and SIE licenses.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
FAMILY OFFICE SERVICES
Portfolio Management for Pooled Investment Vehicles
Publication of Financial Periodicals
Unclaimed

Wasatch Advisors LP

location

SALT LAKE CITY, UT

experience

14 Years Experience

0 Disclosures

ADVISOR BIO

Matson Lehtinen is an investment advisor representative with Wasatch Advisors LP, based in Salt Lake City, UT. Matson has been in the industry since 2011. Wasatch Advisors LP is a firm with a strong focus on providing portfolio management services for various clients, including individuals, businesses, investment companies, and pooled investment vehicles. They also provide model portfolio data to clients. The firm has a total of 237 client accounts under management, of which 236 are discretionary. Matson has Series 6, 63 and 65 licenses.

SPECIALIZATIONS

Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
PROVIDE MODEL PORTFOLIO DATA TO CLIENTS
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Arcus Capital Partners, LLC | CFA ® (Certifications)

location

ATLANTA, GA

0 Disclosures

ADVISOR BIO

Matt Brett Bailey is a financial advisor registered with Arcus Capital Partners, LLC in Atlanta, Georgia. Matt has been in the industry since 2009 and has a Series 7 and Series 66 license. Matt also holds the designation of Chartered Financial Analyst. Matt has experience working with high-net-worth individuals, charitable organizations, corporations or other businesses, pooled investment vehicles, and pension and profit-sharing plans. Matt previously worked at TD Ameritrade, Inc., and Fidelity Brokerage Services LLC.

SPECIALIZATIONS

Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Unclaimed

J.p. Morgan Investment Management Inc.

location

NEW YORK, NY

0 Disclosures

ADVISOR BIO

Matt Vogel is a registered investment advisor representative associated with J.P. Morgan Investment Management Inc. based in NEW YORK, NY. Matt has been in the securities industry for 5 years and has passed the Series 63, Series 7 and SIE exams. Matt's previous experience includes working for J.P. MORGAN INSTITUTIONAL INVESTMENTS INC. in New York, NY. Matt's specializations include investment advisory services for individuals, businesses, investment companies, and pooled investment vehicles.

SPECIALIZATIONS

Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Stifel, Nicolaus & Company, Inc.

location

FORT WORTH, TX

experience

26 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Matt Ardoyno is a financial advisor currently registered with Stifel, Nicolaus & Company, Inc. in Fort Worth, Texas. Matt has been in the industry since February 1999, with previous experience at Merrill Lynch. Matt holds the Series 66, Series 10, Series 9, SIE, and Series 7 licenses and is registered in multiple states. Matt provides financial planning, pension consulting, educational seminars, portfolio management for businesses and individuals, and portfolio management for pooled investment vehicles.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Robert W. Baird & Co. Inc. | CFP ® (Certifications)

location

Kansas City, MO

experience

29 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Matt Tucker is a financial advisor with over 28 years of experience in the industry. Matt is currently registered with Robert W. Baird & Co. Inc., located in Kansas City, MO, where Matt is also based. Prior to that, Matt was registered with Sanctuary Securities, Inc. and UBS Financial Services Inc. Matt has passed a number of industry exams including the Series 7, Series 31, Series 63 and Series 65. Matt is a Certified Financial Planner and holds a license to provide financial advice in a number of states, including Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Illinois, Indiana, Iowa, Kansas, Louisiana, Massachusetts, Missouri, Nebraska, Nevada, New Hampshire, New Mexico, New York, North Carolina, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, South Dakota, Texas, Utah, Virginia and Washington. Matt has a history of working with a wide range of clients including individuals, high-net-worth individuals, corporations, trusts, charitable organizations, insurance companies, investment companies, pooled investment vehicles, banking or thrift institutions, pension and profit sharing plans, state or municipal government entities, and other investment advisers. Matt specializes in portfolio management for individuals, businesses, and investment companies, as well as financial planning, pension consulting, and educational seminars.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
SEE SCHEDULE D
Portfolio Management for Pooled Investment Vehicles
Publication of Financial Periodicals
Unclaimed

Prime Capital Financial | CFP ® (Certifications)

location

OVERLAND PARK, KS

0 Disclosures

ADVISOR BIO

Matt Waters is a financial advisor with Prime Capital Financial. Matt has been in the financial services industry since 2014. Matt is registered with the state of Colorado and Kansas. Matt has passed the Series 7, 63, and 66 exams as well as the SIE exam. Matt specializes in financial planning, retirement planning and portfolio management. Matt has experience working with individuals, families, businesses, and retirement plans. Matt's goal is to help clients achieve their financial goals.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
QUALIFIED RETIREMENT PLAN SERVICES, CONSULTING SERVICES, CO-ADVISORY, SELECTION OF SUB-ADVISORS
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Brighton Jones LLC

location

Portland, OR

0 Disclosures

ADVISOR BIO

Matt Sisco is an investment advisor representative at Brighton Jones LLC in Portland, OR. Matt has been in the industry since 2015 and has a Series 65 license. Matt specializes in providing financial planning, pension consulting, and portfolio management for individuals, families, and businesses. Matt is also a Registered Investment Advisor in Oregon.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Unclaimed
location

LA JOLLA, CA

0 Disclosures

ADVISOR BIO

Matt Michael Clarke is an investment advisor representative who is registered with the state of California. Matt Michael Clarke is associated with Grow Funds LLC, a firm located in La Jolla, California. Matt Michael Clarke has been in the industry for more than 10 years and has a Series 65 license. Matt Michael Clarke specializes in providing investment advice to individuals, businesses, and pooled investment vehicles. Grow Funds LLC specializes in providing investment advice to individuals, businesses, and pooled investment vehicles. Grow Funds LLC has a total of $58,860,152 in assets under management. Grow Funds LLC's clients include high-net-worth individuals, charitable organizations, and pooled investment vehicles. Grow Funds LLC is a registered investment advisor with the Securities and Exchange Commission.

SPECIALIZATIONS

Pension Consulting Services
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles

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