Matthew Brocker is a registered investment advisor at Legacy Wealth, based in Woodbury, MN, with 11 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 445 clients with $480M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Legacy Wealth offers investment management through wrap fee programs (Legacy Funds and Customized Legacy Portfolios). Please refer to the Wrap Fee Program Brochure for more information regarding fees and compensation.
Location
683 Bielenberg Drive, Suite 101, Woodbury, MN, 55125
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Matthew is a financial advisor at Legacy Wealth Asset Management, dedicating full-time hours to wealth management and financial planning. He is also the CEO/Owner of Wisdom Wellspring LLC, spending about 10-20% of his time there, and a board member at Five Oaks Community Church, spending a few hours per week.
Employment History
Current Registrations
Legacy Wealth
M Holdings Securities, INC.Broker
Previous Registrations
M Holdings Securities, INC.
State Registrations16 states
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