Matthew Wagle is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in Clarion, PA, with 27 years of industry experience. Matthew is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Divorce Planning, Education Planning, Financial Planning & Coaching, and 2 more. Their firm serves 1,324,168 clients with $670B 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
853 E Main St, Clarion, PA, 16214
Get directionsHistory
Regulatory History
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.
Learn about disclosures →Other Business Activities
Matthew serves as power of attorney for his mother and is a finance committee member for Bridge Builders Community Foundations. These activities require minimal time and are investment-related.
Employment History
Current Registrations
Wells Fargo Advisors
Wells Fargo Clearing Services, LLCBroker
Previous Registrations
A. G. Edwards & Sons, INC.Broker
State Registrations32 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.
Exams
More Advisors
- Avari Schmader, CFPJanney Montgomery Scott LLC
- Michael Bonnett, CFP, ChFCLPL Financial LLC
- Patricia Doverspike, CFPJanney Montgomery Scott LLC
- Jonathan Williams, CFP, ChFCEdward Jones
- Lance Cicciarelli, CFPEdward Jones