Matthew EvansCRD Number: 7038015
Current Firm: Securian Financial Services, Inc.
Matthew Evans (CRD# 7038015) is an Investment Advisor Representative working at Securian Financial Services, Inc. in Newark, DE and has over 3 years of experience in the finance industry.
Affinity Wealth Management LLC
Investment Management & Planning LLC
|Securian Financial Services Inc.||St. Paul, MN||Feb 2019 - Current||3|
|Diamond State Financial Group||Newark, DE||Oct 2018 - Current||4|
|Minnesota Life Insurance Company||St. Paul, MN||Oct 2018 - Current||4|
|Securian Financial Services Inc.||St. Paul, MN||Oct 2018 - Feb 2019||< 1|
|Big League Juices®||Newark, DE||Jun 2016 - Jan 2019||2|
|University Of Delaware||Newark, DE||Aug 2014 - Dec 2018||4|
|Salesianum School||Wilmington, DE||Aug 2010 - May 2014||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jun 2019|
Total Assets Under Management22,211MILLIONS
Total Number of Accounts66,500ACCOUNTS
Average Account Value$334,000
- 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
- Pension consulting services
- 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, 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.