Matthew Wedding (CRD# 5623961) is an Investment Advisor Representative working at Bankers Life Advisory Services, Inc. in Evansville, IN and has over 14 years of experience in the finance industry.
CRD# 6766180
Ameriprise Financial Services, LLC
CRD# 6283465
Donaldson Capital Management LLC
CRD# 5466140
Donaldson Capital Management LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| One Image Properties LLC | Owensboro, KY | Jan 2018 - Current | 5 |
| Synergy Real Estate Partners LLC | Huntingburg, IN | Jul 2016 - Current | 7 |
| Bankers Life Securities, Inc. | Evansville, IN | May 2016 - Current | 7 |
| Bankers Life & Casualty | Evansville, IL | Jan 2012 - Current | 11 |
| Bankers Life And Casualty | Huntingburg, IN | Jan 2012 - Current | 11 |
| Proequities, Inc. | Evansville, IN | Mar 2012 - May 2016 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 2009 |
| S66 | NASAA Uniform Combined State Law Examination | Feb 2016 |
- IN
-
Total Assets Under Management1,125MILLIONS
-
Total Number of Accounts10,292ACCOUNTS
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Average Account Value$109,320
- 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)
- Educational seminars/workshops
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, VT, WA, WI, WV, WY
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