Matthew Wiegele (CRD# 6204202) is an Investment Advisor Representative working at Navy Federal Investment Services, LLC in Oceanside, CA and has over 10 years of experience in the finance industry.
CRD# 2361078
Baker Jensen Investment Advisors, LLC
CRD# 2730478
Madison Avenue Securities, LLC
CRD# 2946276
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Navy Federal Investment Services, LLC | Oceanside, CA | Jan 2017 - Current | 7 |
| Navy Federal Investment Services, LLC | Oceanside, CA | May 2013 - Current | 10 |
| Navy Federal Financial Group, LLC | Oceanside, CA | May 2013 - Current | 10 |
| Navy Federal Asset Management, LLC | Carlsbad, CA | Nov 2014 - Jan 2017 | 2 |
| Navy Federal Credit Union | Carlsbad, CA | Oct 2007 - Nov 2014 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Nov 2014 |
| S63 | Uniform Securities State Law Examination | Aug 2013 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- AL
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Total Assets Under Management1,473MILLIONS
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Total Number of Accounts6,072ACCOUNTS
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Average Account Value$242,558
- A percentage of assets under your management
- 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, MA, 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, WY
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