Matthew Troutner
CRD Number: 1948561Current 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.
CRD# 5440171
Secure Asset Management, LLC
CRD# 1200534
Raymond James & Associates, Inc.
CRD# 3175609
J.p. Morgan Securities LLC
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 |
- IN
- TX
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Total Assets Under Management6,086MILLIONS
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Total Number of Accounts50,361ACCOUNTS
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Average Account Value$120,841
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- 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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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