Matthew EstelCRD Number: 5293497
Current Firm: Waddell & Reed
Matthew Estel (CRD# 5293497) is an Investment Advisor Representative working at Waddell & Reed in Bloomington, MN and has over 10 years of experience in the finance industry.
Brown Wealth Management, LLC
Phillip James Financial Company
Allodium Investment Consultants, LLC
|Various Insurance Carriers For W&r Insurance Agencies||New Brighton, MN||Apr 2014 - Current||3|
|Waddell & Reed, Inc.||Bloomington, MN||Mar 2014 - Current||4|
|Ameriprise Financial Services Inc.||Minneapolis, MN||Jan 2012 - Mar 2014||2|
|Pilcrow Partners||New Brighton, MN||Mar 2012 - Oct 2012||< 1|
|Morgan Stanley Smith Barney||Minneapolis, MN||Oct 2009 - Jan 2012||2|
|U.s. Bancorp Investments, Inc.||Shoreview, MN||Mar 2008 - Oct 2009||1|
|Thrivent Financial For Lutherans||Appleton, WI||Feb 2007 - Mar 2008||1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Mar 2007|
Total Assets Under Management19,057MILLIONS
Total Number of Accounts153,035ACCOUNTS
Average Account Value$124,526
- 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
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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, WY
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