Matthew WoganCRD Number: 7079601
Current Firm: Thrivent Investment Management Inc.
Matthew Wogan (CRD# 7079601) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Charlotte, NC and has over 2 years of experience in the finance industry.
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Eudaimonia Partners, LLC
|Thrivent Financial||Appleton, WI||Jun 2020 - Current||2|
|Thrivent Investment Management Inc.||Charlotte, NC||Jan 2020 - Current||3|
|Thrivent Financial||Appleton, WI||Jan 2020 - Jun 2020||< 1|
|Thrivent Financial||Appleton, WI||Aug 2019 - Jan 2020||< 1|
|Thrivent Investment Management Inc.||Heathrow, FL||Apr 2019 - Aug 2019||< 1|
|None||Indian Trail, NC||Feb 2019 - Apr 2019||< 1|
|Alliance Of American Football||Salt Lake City, UT||Jan 2019 - Feb 2019||< 1|
|Empire Distributors Of Nc||Charlotte, NC||Feb 2018 - Dec 2018||< 1|
|Elite Water Systems||Indian Trail, NC||Aug 2017 - Jan 2018||< 1|
|None||Indian Trail, NC||Jun 2017 - Aug 2017||< 1|
|University Of Oregon||Eugene, NC||Jun 2013 - Jun 2017||4|
|Porter Ridge High School||Indian Trail, NC||Apr 2009 - Jun 2013||4|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Feb 2020|
Total Assets Under Management13,498MILLIONS
Total Number of Accounts36,159ACCOUNTS
Average Account Value$373,299
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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.