Matthew Ueland is a registered investment advisor, based in Wheaton, IL, with 3 years of industry experience.
Location
120 E. Liberty Drive, Suite 400, Wheaton, IL, 60187
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Regulatory History
Clean regulatory record
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.
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Matthew works as an honor caddy at Glen Oak Country Club and Chicago Gulf Club since March 2023. These activities are not investment-related and require minimal time.
Employment History
Current Registrations
First Trust Advisors LP
February 2023 - Present · 3 yrs 5 mos
First Trust Portfolios L.P.Broker
February 2023 - Present · 3 yrs 5 mos
State Registrations1 state
IL
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.