Matthew Wiegele, financial advisor Carlsbad CA
90 score

Matthew Wiegele

CRD Number: 6204202
Current Firm: Navy Federal Brokerage Services LLC

Matthew Wiegele (CRD# 6204202) is an Investment Advisor Representative working at Navy Federal Brokerage Services LLC in Carlsbad, CA and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Navy Federal Brokerage Services, LLC Carlsbad, CA Jan 2017 - Current 1
Navy Federal Brokerage Services, LLC Carlsbad, CA May 2013 - Current 5
Navy Federal Financial Group, LLC Carlsbad, CA May 2013 - Current 5
Navy Federal Asset Management, LLC Carlsbad, CA Nov 2014 - Jan 2017 2
Navy Federal Credit Union Carlsbad, CA Oct 2007 - Nov 2014 7
Cal State University San Marcos San Marcos, CA Sep 2007 - May 2012 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 2013
S66 NASAA Uniform Combined State Law Examination Nov 2014
Contact Info for Matthew J. Wiegele
Phone Number: 7032061320
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    186
    MILLIONS
  • Total Number of Accounts
    1,688
    ACCOUNTS
  • Average Account Value
    $110,453
Compensation Options
  • A percentage of assets under your management
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, MA, 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

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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