Matthew Atchison (CRD# 6084156) is an Investment Advisor Representative working at Sagespring Wealth Partners in Omaha, NE and has over 10 years of experience in the finance industry.
CRD# 6243132
Edward Jones
CRD# 3017989
Ubs Financial Services Inc.
CRD# 5297231
Charles Schwab & Company, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Atchison Wealth Team | Omaha, NE | Mar 2023 - Current | < 1 |
| Sagespring Wealth Partners | Omaha, NE | Nov 2022 - Current | < 1 |
| Raymond James Financial Services | Nashville, TN | Jun 2012 - Current | 11 |
| Southwestern Company | Nashville, TN | May 2002 - Current | 21 |
| Southwestern Investment Advisory Services | Omaha, NE | Mar 2017 - Dec 2021 | 4 |
| Raymond James Financial Services Advisors Inc. | Omaha, NE | Aug 2012 - Mar 2017 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Aug 2012 |
- NE
- TX
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Total Assets Under Management4,277MILLIONS
-
Total Number of Accounts27,053ACCOUNTS
-
Average Account Value$158,114
- 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
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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