Matthew Grahn (CRD# 4942429) is an Investment Advisor Representative working at Wells Fargo Advisors in Effingham, IL and has over 16 years of experience in the finance industry.
CRD# 2690140
Lpl Financial LLC
CRD# 4315714
Edward Jones
CRD# 3013260
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Wells Fargo Advisors Financial Network, LLC | Charleston, IL | Sep 2020 - Current | 3 |
| Wells Fargo Clearing Services,llc | Charleston, IL | Jan 2020 - Sep 2020 | < 1 |
| Wells Fargo Clearing Services, LLC | St. Louis, MO | Nov 2016 - Oct 2019 | 2 |
| Wells Fargo Advisors LLC | St. Louis, MO | Jan 2011 - Nov 2016 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | May 2007 |
- IL
- TX
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Total Assets Under Management154,192MILLIONS
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Total Number of Accounts346,499ACCOUNTS
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Average Account Value$445,000
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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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