Matthew Wogan, financial advisor Charlotte NC

Matthew Wogan

CRD 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.

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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
Contact Info for Matthew R. Wogan
Phone Number: 800-847-4836
Firm Website: https://www.thrivent.com
Registered State(s):
  • NC
By the Numbers
  • Total Assets Under Management
    13,498
    MILLIONS
  • Total Number of Accounts
    36,159
    ACCOUNTS
  • Average Account Value
    $373,299
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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