Matthew BoseCRD Number: 4545132
Current Firm: Waddell & Reed
Matthew Bose (CRD# 4545132) is an Investment Advisor Representative working at Waddell & Reed in Indianapolis, IN and has over 14 years of experience in the finance industry.
I4 Advisors LLC
Treybourne Wealth Planners
Canterbury Investment Management, LLC
|Matthew E Bose||Fishers, IN||Oct 2013 - Current||3|
|Various Insurance Carriers For W & R Insurance Agencies||Fishers, IN||Oct 2002 - Current||14|
|Waddell & Reed Inc.||Indianapolis, IN||Jun 2002 - Current||14|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Sep 2002|
Total Assets Under Management18,309MILLIONS
Total Number of Accounts149,599ACCOUNTS
Average Account Value$122,387
- A percentage of assets under your management
- 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, 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, VI, VT, WA, WI, WV
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