ME
ME

Matt Estkowski

19 Years of Experience
Oakbrook, IL
Broker

Matt Estkowski is a registered investment advisor at Wells Fargo Advisors, based in Oakbrook, IL, with 19 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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Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLCBroker
April 2024 - Present · 2 yrs 3 mos
Wells Fargo Advisors
April 2024 - Present · 2 yrs 3 mos
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
January 2016 - April 2024 · 8 yrs 3 mos
Wells Fargo Advisors
January 2016 - April 2024 · 8 yrs 3 mos
Morgan StanleyBroker
June 2009 - December 2015 · 6 yrs 6 mos
Morgan Stanley
June 2009 - December 2015 · 6 yrs 6 mos
Morgan Stanley & CO. Incorporated
January 2009 - June 2009 · 5 mos
Morgan Stanley & CO. IncorporatedBroker
January 2009 - June 2009 · 5 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
September 2006 - November 2008 · 2 yrs 2 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
May 2006 - November 2008 · 2 yrs 6 mos
Ameriprise Financial Services, INC.Broker
March 2006 - April 2006 · 1 mo
State Registrations8 states
ARGAILINMAMITXUT
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.
Matt Estkowski - Financial Advisor | TrueAdvisor