MJ
MJ

Matthew Junkins

28 Years of Experience
Oakbrook, IL
Broker

Matthew Junkins is a registered investment advisor at Wells Fargo Advisors, based in Oakbrook, IL, with 28 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3710 advisors
IM Fee
Planning only
Assets Under Management
$197.4B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

1515 W 22nd St Ste 550W, Oakbrook, IL, 60523

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Matthew has 100% ownership in Junkins Wealth Management Group LLC and 50% ownership in Plank Road Advisors LLC. He also serves as a trustee for the Plank Road Advisors 401k, dedicating minimal time to this role.

Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLCBroker
April 2024 - Present · 2 yrs 1 mo
Wells Fargo Advisors
April 2024 - Present · 2 yrs 1 mo
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
January 2008 - April 2024 · 16 yrs 3 mos
Wells Fargo Advisors
January 2008 - April 2024 · 16 yrs 3 mos
A. G. Edwards & Sons, INC.Broker
August 2005 - January 2008 · 2 yrs 5 mos
A. G. Edwards & Sons, INC.
August 2005 - January 2008 · 2 yrs 5 mos
Morgan Stanley
August 2002 - August 2005 · 3 yrs
Morgan Stanley Dw INC.Broker
August 2002 - August 2005 · 3 yrs
Merrill Lynch Investment Managers LP
September 2001 - February 2003 · 1 yr 5 mos
Fam Distributors, INC.Broker
May 2001 - July 2002 · 1 yr 2 mos
Nuveen InvestmentsBroker
December 1997 - March 2001 · 3 yrs 3 mos
State Registrations30 states
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AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
Matthew Junkins - Financial Advisor | TrueAdvisor