Matthew Bader is a CFP-designated registered investment advisor, based in Brentwood, TN, with 14 years of industry experience.
Location
5314 Maryland Way, Ste. 300, Brentwood, TN, 37027
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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.
Learn about disclosures →Employment History
Current Registrations
Capfinancial Securities, LLC.Broker
January 2023 - Present · 3 yrs 4 mos
Captrust
December 2022 - Present · 3 yrs 5 mos
Previous Registrations
Trustcore Investments LLCBroker
December 2013 - December 2020 · 7 yrs
Trustcore Financial Services, LLC
December 2013 - March 2023 · 9 yrs 3 mos
Envision Wealth Planning
August 2012 - November 2013 · 1 yr 3 mos
Snow Creek Wealth Management
October 2011 - July 2012 · 9 mos
State Registrations1 state
TN
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.