Matthew NelsonCRD Number: 7071488
Current Firm: Hantz Financial Services, Inc.
Matthew Nelson (CRD# 7071488) is an Investment Advisor Representative working at Hantz Financial Services, Inc. in Grandville, MI and has over 2 years of experience in the finance industry.
Cambridge Investment Research Advisors, Inc.
Wells Fargo Clearing Services, LLC
J.p. Morgan Securities LLC
|Hantz Tax & Business||Grandville, MI||Feb 2019 - Current||3|
|Unemployed||Kalamazoo, MI||Aug 2018 - Jan 2019||< 1|
|Walmart||Taylor, MI||Jun 2013 - Aug 2018||5|
|Schmidt, Koning, Villorreal & Associates, LLC||Grand Rapids, MI||Nov 2017 - Apr 2018||< 1|
|Bdo Usa, LLP||Kalamazoo, MI||Jan 2015 - Oct 2017||2|
|Western Michigan University||Kalamazoo, MI||Sep 2011 - Dec 2016||5|
|Western Michigan University||Kalamazoo, MI||Sep 2013 - Dec 2014||1|
|Cedar Point||Sandusky, OH||Jun 2014 - Sep 2014||< 1|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Feb 2020|
Total Assets Under Management5,652MILLIONS
Total Number of Accounts69,591ACCOUNTS
Average Account Value$81,220
- 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
- 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
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.