MW
MW

Matthew William Weyers

9 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
7 advisors
Number of Clients
816 clients
Average Client Portfolio
$626K average
Assets Under Management
$510.7M

Fee Structure

Minimum Investment:$500K
Financial Planning:Included in AUM fee
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Location

424 E. Wisconsin Avenue, Appleton, WI, 54911

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History

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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Other Business ActivitiesSells Insurance

Matthew is an independent insurance agent since 2011. This activity takes about 10-20% of his time and is not investment-related.

Employment History
Current Registrations
Winch Financial
July 2016 - Present · 9 yrs 7 mos
State Registrations1 state
WI
Advisor
Exams
No exam information available for this advisor.
Matthew William Weyers - Financial Advisor | TrueAdvisor