Matthew Wedding
Matthew Wedding is a registered investment advisor at Bankers Life Advisory Services, INC., based in Evansville, IN, with 16 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 11,822 clients with $1.9B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Bankers Life Advisory Services (BLAS) charges an annual fee for managing your investment portfolio, ranging from 0.50% to 2.5% of the portfolio's value. This fee is negotiable. The fee is deducted from your account quarterly in advance.
Location
3231 N Green River Road Ste 310, Evansville, IN, 47715
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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 is a Unit Sales Manager at Bankers Life & Casualty, where he manages a team of agents and facilitates the sale of various insurance products, taking about half of his time. He also owns and manages real estate through Synergy Real Estate Partners LLC and One Vision Properties LLC, dedicating minimal time to these ventures.
Employment History
Current Registrations
Bankers Life Advisory Services, INC.
Bankers Life Securities, INC.Broker
Previous Registrations
Investment Advisors
Proequities, INC.Broker
Fifth Third Securities, INC.Broker
Fifth Third Securities, INC.Broker
State Registrations6 states
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.