Matthew Schanz (CRD# 6382829) is an Investment Advisor Representative working at Avantax Advisory Services in Irving, TX and has over 9 years of experience in the finance industry. Matthew Schanz has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 5009276
Hedgefield Wealth Management
CRD# 2234163
Cravens Brothers Private Wealth Management LLC
CRD# 2492919
Patton Wealth Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Avantax Advisory Services | Raleigh, NC | Oct 2019 - Current | 4 |
| Avantax Investment Services, Inc. | Raleigh, NC | Oct 2019 - Current | 4 |
| Hpg Wealthcare Advisors, LLC | Raleigh, NC | Oct 2017 - Current | 6 |
| Avantax Insurance Services, Inc. | Raleigh, NC | Oct 2017 - Current | 6 |
| Hpg Wealthcare Advisors, LLC | Raleigh, NC | Oct 2017 - Current | 6 |
| 1st Global Capital Corp. | Raleigh, NC | Oct 2017 - Oct 2019 | 2 |
| 1st Global Advisors, Inc. | Raleigh, NC | Oct 2017 - Oct 2019 | 2 |
| The Strategic Financial Alliance, Inc. | Atlanta, GA | Aug 2014 - Oct 2017 | 3 |
| Cornerstone Wealth Management | Raleigh, NC | Jul 2014 - Oct 2017 | 3 |
| Hughes Pittman & Gupton LLP | Raleigh, NC | Jan 2013 - Jul 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Oct 2014 |
- NC
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Total Assets Under Management41,696MILLIONS
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Total Number of Accounts131,534ACCOUNTS
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Average Account Value$316,996
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- 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
- 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, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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