Matthew Troutner, financial advisor Fort Wayne IN

Matthew Troutner

CRD Number: 1948561
Current Firm: United Planners' Financial Services Of America A Limited Partner

Matthew Troutner (CRD# 1948561) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Fort Wayne, IN and has over 34 years of experience in the finance industry.

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Company Name Location Dates Years
United Planners Financial Services Scottsdale, AZ Jun 2021 - Current 2
S & M Associates, LLC Fort Wayne, IN Jan 1997 - Current 27
Profed Financial Advisors, LLC Fort Wayne, IN Oct 1995 - Current 28
Profed Financial Advisors, LLC Fort Wayne, IN Oct 1995 - Current 28
M. Scott Troutner Fort Wayne, IN Jul 1988 - Current 35
Cetera Advisor Networks LLC El Segundo, CA Jan 2013 - Jun 2021 8
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 1989
Contact Info for Matthew S. Troutner
Phone Number: 480-991-0225
Registered State(s):
  • IN
  • TX
By the Numbers
  • Total Assets Under Management
    6,086
    MILLIONS
  • Total Number of Accounts
    50,361
    ACCOUNTS
  • Average Account Value
    $120,841
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

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, WY

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