Matthew GreenCRD Number: 6158605
Current Firm: Change Path LLC
Matthew Green (CRD# 6158605) is an Investment Advisor Representative working at Change Path LLC in Leawood, KS and has over 5 years of experience in the finance industry.
Nextgen Wealth, LLC
Searcy Financial Services, Inc.
Communityamerica Financial Solutions, LLC
|Change Path LLC||Omaha, NE||Jan 2017 - Current||1|
|Green&associates Inc.||Marquette, NE||Jan 1999 - Current||19|
|Client One Securities, LLC||Marquette, NE||Feb 2013 - Dec 2016||3|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Feb 2013|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.Reported Disclosure Event:
- Regulatory Event
Total Assets Under Management80MILLIONS
Total Number of Accounts525ACCOUNTS
Average Account Value$152,381
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AK, AZ, CA, CO, FL, HI, IA, ID, IN, KS, LA, MA, MN, MO, MS, MT, NC, NE, NH, NJ, OH, OR, SC, SD, TX, WA
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