MG
CFP
MG
CFP

Matthew Gillen

21 Years of Experience
Hudson, OH
Broker

Matthew Gillen is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in Hudson, OH, with 21 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
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
14699 advisors
IM Fee
Planning only
Assets Under Management
$671.4B

Fee Structure

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

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Location

1891 Georgetown Rd, Hudson, OH, 44236

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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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Employment History
Current Registrations
Wells Fargo Advisors
January 2005 - Present · 21 yrs 9 mos
Wells Fargo Clearing Services, LLCBroker
October 2004 - Present · 22 yrs
State Registrations26 states
ALAZCACODCFLGAIDILINMAMIMONCNJNVNYOHORPASCTNTXVAWAWV
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.
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