MG
MG

Matthew Grahn

18 Years of Experience
Edwardsville, IL
Broker

Matthew Grahn is a registered investment advisor at Wells Fargo Advisors, based in Edwardsville, IL, with 18 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

100 E Park St, [Satellite], Edwardsville, IL, 62025

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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 several business activities, including partial ownership in Grahn Farms, SC3F Wealth Management Group LLC, SC3F Enterprises LLC, SC3FI Ventures, LLC and multiple rental properties. These activities require minimal time commitment.

Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLCBroker
September 2020 - Present · 5 yrs 8 mos
Wells Fargo Advisors
September 2020 - Present · 5 yrs 8 mos
Previous Registrations
Wells Fargo Clearing Services, LLC
February 2020 - September 2020 · 7 mos
Wells Fargo Clearing Services, LLCBroker
February 2020 - September 2020 · 7 mos
Wells Fargo Clearing Services, LLCBroker
January 2011 - October 2019 · 8 yrs 9 mos
Wells Fargo Clearing Services, LLC
January 2011 - October 2019 · 8 yrs 9 mos
UBS Financial Services INC.
March 2009 - January 2011 · 1 yr 10 mos
UBS Financial Services INC.Broker
March 2009 - January 2011 · 1 yr 10 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
September 2007 - March 2009 · 1 yr 6 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
September 2007 - March 2009 · 1 yr 6 mos
A. G. Edwards & Sons, INC.Broker
March 2007 - August 2007 · 5 mos
State Registrations42 states
AKALARAZCACOCTDCDEFLGAIAILINKSKYLAMAMDMIMNMOMSNCNDNENJNVNYOHOKORPASCSDTNTXUTVAVTWAWI
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.