Matthew Wedel is a CFP-designated registered investment advisor, based in Edmond, OK, with 4 years of industry experience. Matthew is also registered as a broker, so some compensation may come from commissions on products sold.
Location
16328 Muirfield Place, Edmond, OK, 73013
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Matthew works as a Client Services Associate at Wymer Brownlee Wealth Strategies, providing financial services to clients and managing retirement accounts, dedicating nearly full-time hours to this role. He also serves as a trustee for The Lukenbaugh Family Trust, with limited duties and responsibilities.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
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.
Exams
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