Matthew Anthony, financial advisor Billings MT
89 score

Matthew Anthony

CRD Number: 6145456
Current Firm: Waddell & Reed

Matthew Anthony (CRD# 6145456) is an Investment Advisor Representative working at Waddell & Reed in Billings, MT and has over 3 years of experience in the finance industry.

Similar Advisors
Christopher Beierwaltes, financial advisor Billings MT
Christopher J. Beierwaltes
CRD# 1795706
Ameriprise Financial Services, Inc.
Score
96
Similar Advisors
Randall Daly, financial advisor Billings MT
Randall E. Daly
CRD# 1660677
Northwestern Mutual Investment Services,llc
Score
96
Similar Advisors
Lee Daniels, financial advisor Billings MT
Lee M. Daniels
CRD# 4781678
Waddell & Reed
Score
96
Company Name Location Dates Years
Matthew Anthony Joliet, MT Mar 2014 - Current 2
Various Insurance Carriers For W & R Insurance Agencies Billings, MT Dec 2013 - Current 3
Waddell & Reed Inc. Billings, MT Dec 2012 - Current 4
Unemployed Billings, MT Apr 2012 - Dec 2012 < 1
Joliet Public Schools Joliet, MT Feb 2005 - Apr 2012 7
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2013
Contact Info for Matthew D. Anthony
Phone Number: 913-236-2000
Firm Website: http://www.waddell.com
Registered State(s):
  • MT
  • SD
By the Numbers
  • Total Assets Under Management
    18,309
    MILLIONS
  • Total Number of Accounts
    149,599
    ACCOUNTS
  • Average Account Value
    $122,387
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

Ready to hire a financial advisor? Get competitive proposals from Matthew Anthony and other advisors.
BADGES
89
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.