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.
CRD# 862387
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 1451905
Eudaimonia Partners, LLC
CRD# 2867492
Defender Capital
| Company Name | Location | Dates | Years |
|---|---|---|---|
| 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 |
- NC
-
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
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