Matthew Corman (CRD# 6832518) is an Investment Advisor Representative working at Creativeone Wealth, LLC in Overland Park, KS and has over 6 years of experience in the finance industry.
CRD# 2074636
Financial Partners Group, Inc.
CRD# 1380183
Creative Planning
CRD# 5216324
Mariner Wealth
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Corman Financial Planning | Tampa, FL | Dec 2023 - Current | < 1 |
| Creativeone Wealth | Northboro, MA | Dec 2023 - Current | < 1 |
| Ae Wealth Management, LLC | Topeka, KS | Aug 2019 - Dec 2023 | 4 |
| Generations Retirement Group | Braintree, MA | Jul 2018 - Dec 2023 | 5 |
| The Patriot Financial Group Insurance Agency, Llc Dba Generation | Braintree, MA | Aug 2018 - Aug 2019 | 1 |
| Securities America, Inc. | Braintree, MA | Jul 2018 - Aug 2019 | 1 |
| Mml Investors Services, LLC | Worcester, MA | Jul 2017 - Jul 2018 | 1 |
| Massmutual Life Insurance Company | Worcester, MA | Jun 2017 - Jul 2018 | 1 |
| Baystate Financial | Worcester, MA | Jun 2017 - Jul 2018 | 1 |
| Zenya | Quincy, MA | Jan 2017 - May 2017 | < 1 |
| Elon University | Elon, NC | Aug 2013 - Dec 2016 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Sep 2017 |
- FL
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Total Assets Under Management3,430MILLIONS
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Total Number of Accounts21,910ACCOUNTS
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Average Account Value$156,562
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
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
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