Matthew Wagner is a registered investment advisor, based in Jeffersonville, IN, with 16 years of industry experience.
Location
607 North Shore Drive, Suite 101, Jeffersonville, IN, 47130
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Matthew owns several LLCs for tax purposes, commercial property ownership, office property, a licensed insurance agency, a thoroughbred syndicate, and vacation rental properties. He also works as an Investment Advisor Representative and Registered Representative, spending about 90% of his time as an IAR.
Employment History
Current Registrations
M. S. Howells & CO.Broker
Oxinas Partners Wealth Management
Previous Registrations
Waddell & ReedBroker
Waddell & Reed
State Registrations15 states
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