Matthew Rosen is a registered investment advisor at Wells Fargo Advisors, based in Tucson, AZ, with 14 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
3945 E. Paradise Falls Dr, Ste 261, Tucson, AZ, 85712
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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.
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Matthew is a trustee for multiple Finet Practice 401k plans and the BHC 401k, spending minimal time on each per month. He also has 40% ownership in Burk Hall & Co LLC, dedicating nearly full-time hours, and 40% ownership in BHC Legacy LLC and Burk Hall Holdco LLC, dedicating no time to these.
Employment History
Current Registrations
Wells Fargo Advisors
Wells Fargo Advisors Financial Network, LLCBroker
Previous Registrations
Waddell & Reed, INC.Broker
State Registrations43 states
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