ME
ME
Matthew Eshack
9 Years of Experience
Evergreen, CO
1 DisclosureBroker
Matthew Eshack is a registered investment advisor at Wells Fargo Advisors, based in Evergreen, CO, 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
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3710 advisors
IM Fee
Planning only
Assets Under Management
$197.4B
Fee Structure
Investment management only (planning not offered)
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Loading...
Location
3082 Evergreen Parkway Ste C, [Satellite], Evergreen, CO, 80439
Get directionsHistory
Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Criminal
November 2005Final Disposition
Employment History
Current Registrations
Wells Fargo Advisors
August 2024 - Present · 1 yr 9 mos
Wells Fargo Advisors Financial Network, LLCBroker
August 2024 - Present · 1 yr 9 mos
Previous Registrations
Wells Fargo Advisors
April 2024 - July 2024 · 3 mos
Wells Fargo Clearing Services, LLCBroker
May 2019 - July 2024 · 5 yrs 2 mos
Wells Fargo Clearing Services, LLCBroker
September 2015 - January 2018 · 2 yrs 4 mos
J.P. Morgan Securities LLCBroker
September 2013 - October 2013 · 1 mo
State Registrations5 states
COFLTNTXVT
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.