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.
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.
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.
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.
|Firm Start Year:||2006|
|Name of Broker/Dealer:||LPL Financial|
|Number of Years with Current Firm:||6|
|Firm's Number of Clients:||275|
|Advisor's Number of Clients:||275|
LPL ADV 2A
|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:
Investment Advisor Representative:
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|
Chartered Life Underwriter (CLU®), CLU®
LARSON FINANCIAL ADVISORS
32 Years of ExperienceView Profile
SOUTHWESTERN INVESTMENT ADVISORY SERVICES, INC.
9 Years of ExperienceView Profile
Senior Investment Advisor
BECK CAPITAL MANAGEMENT LLC
29 Years of ExperienceView Profile