Matthew Mozer is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in St. Louis, MO, with 9 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
One North Jefferson Avenue, H0004-05C, St. Louis, MO, 63103
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Matthew owns rental property with his spouse since 2020 and spends minimal time on it. A property manager handles the day-to-day operations.
Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLC
Wells Fargo Advisors
Wells Fargo Advisors Financial Network, LLCBroker
Wells Fargo Clearing Services, LLCBroker
Wells Fargo Clearing Services, LLC
Wells Fargo Advisors
Previous Registrations
Regentatlantic
State Registrations1 state
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