Matthew Wilkes (CRD# 5409004) is an Investment Advisor Representative working at Greensview Wealth Management in Franklin, TN and has over 16 years of experience in the finance industry.
CRD# 2638266
Cypress Capital, LLC
CRD# 3240223
Ameriprise Financial Services, LLC
CRD# 2546494
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Greensview Wealth Management | Franklin, TN | Jan 2022 - Current | 2 |
| Matthew Wilkes | Chicago, IL | Sep 2013 - Current | 10 |
| Greensview Wealth Management | Franklin, TN | Jul 2018 - Dec 2021 | 3 |
| Producer Resources, Inc. | Chicago, IL | Jan 2016 - Apr 2019 | 3 |
| Wilkes Corrigan Wealth Advisors, LLC | Chicago, IL | Jul 2015 - Jun 2018 | 2 |
| Raymond James Financial Services, Inc. | Chicago, IL | Jul 2015 - Jun 2017 | 1 |
| Raymond James Financial Services Advisors Inc. | Chicago, IL | Jul 2015 - Jun 2017 | 1 |
| Wilkes Corrigan Holdings, LLC | Chicago, IL | Jan 2016 - May 2017 | 1 |
| Wells Fargo Advisors, LLC | Chicago, IL | Mar 2013 - Jul 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 2007 |
| S65 | NASAA Investment Advisors Law Examination | Aug 2010 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- TN
- TX
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Total Assets Under Management121MILLIONS
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Total Number of Accounts373ACCOUNTS
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Average Account Value$324,654
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
IL, TN, TX
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