Matthew Kurz
Matthew Kurz is a registered investment advisor at Wells Fargo Advisors, based in Waynesboro, VA, 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
216 S Wayne Ave 1st & 2nd Fls, Waynesboro, VA, 22980
Get directionsHistory
Regulatory History (2)
Customer Dispute
March 2009Customer Dispute
October 2006Other Business Activities
Matthew is involved with multiple rental properties through Rolling Hills Properties LLC, Candlelite Properties LLC, and direct ownership. He spends a few hours per week managing these properties, coordinating with property managers where applicable.
Employment History
Current Registrations
Wells Fargo Advisors
Wells Fargo Clearing Services, LLCBroker
Previous Registrations
Wachovia Securities, INC.
Wachovia Securities, INC.Broker
UBS Painewebber INC.Broker
J.C. Bradford & CO.Broker
State Registrations20 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
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