Matthew ShullCRD Number: 6032056
Current Firm: Prudential Financial Planning Services
Matthew Shull (CRD# 6032056) is an Investment Advisor Representative working at Prudential Financial Planning Services in Fort Wayne, IN and has over 5 years of experience in the finance industry.
Ami Investment Management Inc.
Creative Financial Designs, Inc.
Transamerica Financial Advisors, Inc.
|Pruco Securities||Indianapolis, IN||Jan 2012 - Current||5|
|The Prudential Insurance Company Of America||Indianapolis, IN||Jan 2012 - Current||5|
|Alum-elec Structures||Kendallville, IN||May 2008 - Jun 2012||4|
|University Of Indianapolis||Indianapolis, IN||Aug 2007 - May 2011||3|
|University Of Indianapolis||Indianapolis, IN||Aug 2008 - May 2009||< 1|
|Colwell Colour||Kendallville, IN||Jun 2007 - Aug 2007||< 1|
|Rural King||Kendallville, IN||Feb 2005 - Jun 2007||2|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Apr 2012|
|S65||NASAA Investment Advisors Law Examination||Jan 2013|
Total Assets Under Management4,930MILLIONS
Total Number of Accounts42,153ACCOUNTS
Average Account Value$116,966
- 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)
- Educational seminars/workshops
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, VI, VT, WA, WI, WV