Matthew
Walters

Mach-1 Financial Group, LLC

CRD#6706736
Investment Advisor
in Rogers, AR

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About this Advisor

Matthew Walters is a financial advisor based in Rogers, Arkansas, working with Mach-1 Financial Group, LLC. Matthew has previously held positions at Chandler Advisors LLC, Weise Capital Advisors, LLC (D/B/A For Ria Business), Capital Markets Iq, LLC, Fusion Capital Management, and Mach-1 Financial Group, Inc. Matthew has passed the Series 65 regulatory exam and is registered to provide services in Arkansas and Texas. Currently, Matthew is part of Mach-1 Financial Group, LLC, which operates out of Rogers, Arkansas. The firm has 19 employees and manages assets totaling $354.4 million. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, and the selection of other advisers. The fee structure at Mach-1 Financial Group, LLC includes asset-based fees.

Certifications and Registrations

Series 65, CERTIFIED FINANCIAL PLANNER™

Services Offered

Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets

Office Location

1001 S. 52Nd Street Suite 100
Rogers, AR 72758

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Mach-1 Financial Group, LLC Brokerage Details

Total Assets Under Management

$354,368,522

AR Average: $880,205,985
Total Number of Employees

19

AR Average: 42
Total Number of Accounts

3,089

AR Average: 1,714
Average Account Size

$114,719

AR Average: $513,539

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Matthew Walters Work History

2018 - Present (6 years)

Mach-1 Financial Group, Inc

2018 - 2019 (1 year)

Fusion Capital Management

2016 - 2017 (1 year)

Weise Capital Advisors, LLC (D/B/A For Ria Business)

2016 - 2017 (1 year)

Capital Markets Iq, LLC

2013 - 2017 (4 years)

Chandler Advisors LLC

Disclosures

Please visit the SEC profile of Matthew Walters to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Mach-1 Financial Group, LLC

Ashton Davis
Rogers, AR
Matthew Walters
Rogers, AR
John Martfeld
Rogers, AR
James Mackey
Rogers, AR
Isaac Johnson
Rogers, AR
David Lee
Rogers, AR
Elijah Freeman
Rogers, AR

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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