Matthew Winebrenner (CRD# 2967590) is an Investment Advisor Representative working at Solutions 4 Wealth in Southlake, TX and has over 8 years of experience in the finance industry.
CRD# 5009276
Hedgefield Wealth Management
CRD# 2234163
Cravens Brothers Private Wealth Management LLC
CRD# 2492919
Patton Wealth Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Independent Insurance Agent | Mount Pleasant, SC | May 2017 - Current | 6 |
| Solutions 4 Wealth, LLC | Mount Pleasant, TX | May 2016 - Current | 7 |
| Mml Investors Services LLC | Dallas, TX | Jan 2016 - Jun 2016 | < 1 |
| Massmutual Insurance Co | Dallas, TX | Nov 2015 - May 2016 | < 1 |
| Cla Usa Advisory Group, LLC | Frisco, TX | Jul 2014 - Dec 2015 | 1 |
| Allstate Insurance | Mckinney, TX | Mar 2015 - Nov 2015 | < 1 |
| Affordable Life Plans, LLC | Frisco, TX | Sep 2012 - Jul 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 2015 |
- TX
-
Total Assets Under Management142MILLIONS
-
Total Number of Accounts546ACCOUNTS
-
Average Account Value$259,870
- A percentage of assets under your management
- 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
- Educational seminars/workshops
- Other
FL, NH, SC, TX
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