Matthew Rettich, financial advisor Brentwood TN
63 score

Matthew Rettich

CRD Number: 2998288
Current Firm: Virtue Capital Management, LLC

Matthew Rettich (CRD# 2998288) is an Investment Advisor Representative working at Virtue Capital Management, LLC in Brentwood, TN and has over 11 years of experience in the finance industry.

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Company Name Location Dates Years
Cool Springs Financial Franklin, TN Jan 2016 - Current 2
Summit Capital Solutions Brentwood, TN Sep 2015 - Current 2
Matthew Rettick Ministries Columbia, TN Jan 2014 - Current 4
Virtue Capital Management LLC Brentwood, TN Oct 2013 - Current 4
Producers Equity Group Franklin, TN Jan 2009 - Current 9
Covenant Reliance Producers, Llc N.k.a. Virtue Advisors Nashville, TN Jan 2001 - Current 17
Cornerstone Retirement Group LLC Nashville, TN Oct 1989 - Current 28
Brookstone Capital Management Nashville, TN Jan 2002 - Oct 2013 11
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Sep 2006
Disclosure Information

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:
  • Customer Dispute
  • Regulatory Event
Get Details on the FINRA Advisor Check site
Contact Info for Matthew J. Rettich
Phone Number: 615-340-0801
Registered State(s):
  • TN
By the Numbers
  • Total Assets Under Management
    340
    MILLIONS
  • Total Number of Accounts
    2,600
    ACCOUNTS
  • Average Account Value
    $130,907
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Subscription fees (for a newsletter or periodical)
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AR, AZ, CA, CO, DE, FL, GA, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, NC, NE, NH, NJ, NV, OH, OK, OR, PA, RI, SC, TN, TX, VA, WA, WI, WV

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BADGES
63

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