Matthew Petersen
Matthew Petersen is a registered investment advisor at Wells Fargo Advisors, based in Fresno, CA, with 25 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
8080 N Palm Ave, Ste 106, Fresno, CA, 93711
Get directionsHistory
Regulatory History (1)
Customer Dispute
December 2018Other Business Activities
Matthew has a 16.67% ownership in Encore Investment Consultants LLC and 100% ownership in MAP Investment, Inc., dedicating minimal time and full-time hours respectively. He also serves as trustee or co-trustee for several 401k plans and a family trust, spending minimal time on these activities.
Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLCBroker
Wells Fargo Advisors
Previous Registrations
Morgan Stanley
Morgan StanleyBroker
Morgan Stanley & CO. IncorporatedBroker
Morgan Stanley & CO. Incorporated
Morgan Stanley
Morgan Stanley Dw INC.Broker
State Registrations38 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.