Matthew Catlin
Matthew Catlin is a registered investment advisor at Wealth Alliance Advisory Group, LLC, based in Wichita, KS, with 18 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 982 clients with $980M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
WAAG offers investment management services for an annual fee based on the amount of your portfolio. The management fee can be up to 2%, depending on the size and composition of your portfolio and the type of services you receive. The annual fee is charged quarterly, in advance.
Location
10585 E 21st N, Wichita, KS, 67207
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Matthew is an RIA/EVP/Chief Investment Officer & Financial Advisor at Wealth Alliance Advisory Group, LLC, dedicating nearly full-time hours to this role. He also has ownership stakes in CP Investments, Preferred Pension Solutions, LLC, DC Real Estate Group, LLC, Wealth Alliance Tax and Accounting, LLC, and Professional Offices at Oaks Creek, taking minimal time for each of these activities.
Employment History
Current Registrations
Wealth Alliance Advisory Group, LLC
Mutual Securities, INC.Broker
Previous Registrations
UBS Financial Services INC.
UBS Financial Services INC.Broker
State Registrations2 states
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