Max Matles is a CFP-designated registered investment advisor, based in Ann Arbor, MI, with 5 years of industry experience.
Location
300 Parkland Plaza, Ann Arbor, MI, 48103
Get directionsHistory
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 Activities
Max offers financial services through Sigma Financial Corp and SPC as Matles Wealth Management, dedicating nearly full-time hours to this. He is also a published author, spending a few hours per week on this activity.
Employment History
Current Registrations
Sigma Financial CorporationBroker
Spc
State Registrations1 state
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.