Matthew Payne (CRD# 6955562) is an Investment Advisor Representative working at Baker Tilly Wealth Management, LLC in Spring, TX and has over 5 years of experience in the finance industry.
CRD# 2687188
Hightower Advisors, LLC
CRD# 5462249
Nxt:gen Financial Planning
CRD# 7438882
Worthwise Financial Partners
Company Name | Location | Dates | Years |
---|---|---|---|
Baker Tilly Wealth Management, LLC | Madison, WI | Sep 2019 - Current | 4 |
Baker Tilly Us, LLP | Madison, WI | Sep 2019 - Current | 4 |
United Capital Financial Advisers, LLC | Newport Beach, CA | Aug 2018 - Sep 2019 | 1 |
Mrz Financial Services, LLC | Houston, TX | Aug 2017 - Jan 2019 | 1 |
Erisa Partners | Brentwood, TN | Feb 2016 - Aug 2017 | 1 |
Retirement Horizons, Inc. | The Woodlands, TX | Apr 2000 - Feb 2016 | 15 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Jun 2018 |
- TX
- WI
-
Total Assets Under Management4,800MILLIONS
-
Total Number of Accounts3,569ACCOUNTS
-
Average Account Value$1,344,980
- 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)
- Educational seminars/workshops
- Other
AZ, CA, CO, CT, FL, GA, IL, IN, LA, MA, MD, ME, MI, MN, NH, NJ, NY, OH, PA, TX, UT, VA, WI
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