Matthew Chandler (CRD# 7075417) is an Investment Advisor Representative working at Advice And Planning Services in Denver, CO and has 1 year of experience in the finance industry.
CRD# 5513725
Margin
CRD# 6280566
Motley Fool Wealth Management, LLC
CRD# 6818104
Winding Trail Financial Planning, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Tiaa | Denver, CO | Jun 2021 - Current | 2 |
| Tiaa-cref Individual & Institutional Services, LLC | Denver, CO | Jun 2021 - Current | 2 |
| University Of Colorado | Boulder, CO | Sep 2020 - Jun 2021 | < 1 |
| University Of Colorado | Boulder, CO | Aug 2017 - Dec 2020 | 3 |
| Boulder Country Club | Boulder, CO | Aug 2020 - Oct 2020 | < 1 |
| Kelvin Thermal Technologies | Lafayette, CO | Jul 2019 - Sep 2020 | 1 |
| Tiaa | Denver, CO | Jun 2020 - Aug 2020 | < 1 |
| University Of Colorado | Boulder, CO | Mar 2019 - May 2020 | 1 |
| Welch Financial Planning | Boulder, CO | Jan 2019 - Apr 2019 | < 1 |
| Envysion, Inc. | Superior, CO | May 2018 - Sep 2018 | < 1 |
| Alfalfa's Market | Louisville, CO | Aug 2016 - Nov 2017 | 1 |
| Monarch High School | Louisville, CO | Jan 2016 - Jul 2016 | < 1 |
| Papa Murphy's | Louisville, CO | Sep 2014 - Mar 2016 | 1 |
| Middle School | Louisville, CO | Jul 2011 - Aug 2014 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Sep 2021 |
- CO
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Total Assets Under Management30,907MILLIONS
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Total Number of Accounts76,892ACCOUNTS
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Average Account Value$401,951
- A percentage of assets under your management
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
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, WY
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