Matt is proud to be an Alumni of Texas Tech University with a degree in Personal Financial Planning, as well as an Alumni of Wayland Baptist University with an MBA in Business. In addition to his education, Matt has over 10 years of experience in the Financial Planning industry.
Matt's experience and friendly attitude is part of our commitment to offering personal service and professional guidance that aligns with Wellington State Wealth Management values and vision to put our clients' best interests first.
Our Company
Here at Wellington State Wealth Management, we offer all-encompassing services for our clients, like Financial Planning, Estate Planning, Educational Planning, Retirement Planning. Our reputation thrives on our high-level of customer satisfaction and commitment. When our clients are truly confident in their financial stability, we have done our job.
Our Commitment
Whether you are experienced in the world of financial matters or are just starting to build your portfolio, at Wellington State Wealth Management we can help you every step of the way.
Our Principle
Even if you have an MBA in business or finance, financial matters can be daunting. In addition to managing and growing your money, our experienced staff at Wellington State Wealth Management aims to provide a continued education that will strengthen our relationship.
General Information |
| Firm Start Year: | 2006 | |
| No. of Employees: | 1 | |
| Name of Broker/Dealer: | LPL Financial |
| Number of Years with Current Firm: | 6 |
Firm Information |
| Firm's Number of Clients: | 275 |
| Advisor's Number of Clients: | 275 |
Disclosures |
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WiserAdvisor provides referrals to financial professionals of LPL Financial, LLC (LPL). WiserAdvisor is not a current client of LPL for brokerage or advisory services. Financial professionals of LPL pay WiserAdvisor cash compensation for these referrals, which creates the incentive for WiserAdvisor to make these referrals, resulting in a conflict of interest. LPL ADV 2A https://www.lpl.com/content/dam/lpl-www/documents/disclosures/A58.pdf Additional Detailed Disclosures |
Disclaimer |
| Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Wellington State Wealth Management are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Wellington State Wealth Management. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Wellington State Wealth Management. Securities and insurance offered through LPL or its affiliates are: Not Insured by FDIC or Any Other Government Agency Not Bank Guaranteed Not Bank Deposits or Obligations May Lose Value The LPL Financial registered representative(s) associated with this website may discuss and / or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. |
Registered Investment Advisor:
Yes
Registered Representative:
Yes
Investment Advisor Representative:
Yes
Acknowledged fiduciary:
Yes
Compliance Disclosures in Last 5 years:
I have a clean record
Criminal Disclosures in Last 5 years:
I have a clean record
| Mon. | 9:00 AM - 5:00 PM |
| Tue. | 9:00 AM - 5:00 PM |
| Wed. | 9:00 AM - 5:00 PM |
| Thu. | 9:00 AM - 5:00 PM |
| Fri. | 9:00 AM - 5:00 PM |
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