Matthew Wells is a registered investment advisor, based in Omaha, NE, with 9 years of industry experience.
Location
12801 Pierce Street, Suite 300, Omaha, NE, 68144
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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 an agent/broker for Co-Op Insurance and R.F. Brokerage, focusing on fixed insurance sales since 2016. He also serves on the board of Southwest Autism Research & Resource Center and Soldier's Best Friend, dedicating minimal time to each.
Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
Cetera Investment Advisers LLC
Previous Registrations
Securian Financial Services, INC.
Securian Financial Services, INC.Broker
State Registrations30 states
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