Matt LoefflerCRD Number: 3153555
Current Firm: Wells Fargo Advisors, LLC
Matt Loeffler (CRD# 3153555) is an Investment Advisor Representative working at Wells Fargo Advisors, LLC in Scottsdale, AZ and has over 17 years of experience in the finance industry.
Newman's Financial Planning
Woodbury Financial Services, Inc.
Triad Advisors, Inc.
|Wells Fargo Advisors LLC||Phoenix, AZ||Jan 2011 - Current||5|
|Wells Fargo Investments, LLC||Phoenix, AZ||Sep 2007 - Jan 2011||3|
|Chase Investment Services Corp.||Chicago, IL||Jul 2005 - Sep 2007||2|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Dec 1998|
|S66||NASAA Uniform Combined State Law Examination||Nov 2006|
Total Assets Under Management372,113MILLIONS
Total Number of Accounts1,339,368ACCOUNTS
Average Account Value$277,827
- 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)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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