MW
MW

Matthew Watson

17 Years of Experience
Frazee, MN
Broker

Matthew Watson is a registered investment advisor at Wells Fargo Advisors, based in Frazee, MN, with 17 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

Frazee, MN

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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 is a distributor for Advocare Nutrition, dedicating minimal time to this non-investment related activity. He also has ownership stakes in Onewealth LLC and W Slash LLC, dedicating full-time hours to Onewealth LLC and minimal time to W Slash LLC.

Employment History
Current Registrations
Wells Fargo Advisors
September 2024 - Present · 1 yr 10 mos
Wells Fargo Advisors Financial Network, LLC
September 2024 - Present · 1 yr 10 mos
Wells Fargo Advisors Financial Network, LLCBroker
September 2024 - Present · 1 yr 10 mos
Previous Registrations
Wells Fargo Advisors
January 2011 - September 2024 · 13 yrs 8 mos
Wells Fargo Clearing Services, LLCBroker
January 2011 - September 2024 · 13 yrs 8 mos
Wells Fargo Investments, LLC
June 2008 - January 2011 · 2 yrs 7 mos
Wells Fargo Investments, LLCBroker
April 2008 - January 2011 · 2 yrs 9 mos
State Registrations38 states
AKALARAZCACOCTDEFLGAIAILKSKYMDMIMNMOMSMTNCNDNENJNVNYOHORPASCSDTNTXUTVAWAWIWV
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.