Matthew
Parker
Nfp Retirement Inc
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About this Advisor
Matthew Parker is a certified financial planner working in Colorado Springs, Colorado with a total of 1 year of relevant experience. Parker is an employee of Nfp Retirement Inc. Over the course of their career, they have held roles at T. Rowe Price, Davis Graham & Stubbs Llp, Ubsports.Com, Dick'S Sporting Goods, Schmidt & Clark Llp, Towne Park, Kingdom Mma, Performance Course, University Of Colorado Colorado Springs, Gwfs Equities, Inc, Advised Assets Group, LLC and Nfp Retirement, Inc. Parker holds Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is registered to operate in California, Colorado and North Dakota. Nfp Retirement Inc is a registered investment company based in Aliso Viejo, CA. It has offices in 26 locations and a total of 251 advisors. It administers $75 billion in assets under management between its 5,162 client accounts, placing it among the largest financial advisory firms in the United States by assets under management. Of its 5,162 accounts, 17% belong to high-net-worth clients who have greater than $1 million in investable assets. Nfp Retirement Inc provides a number of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers and other services. Financial advisory fee schedules depend on which service is provided. However, fees charged by Nfp Retirement Inc likely consist of any combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Nfp Retirement Inc Brokerage Details
$75,046,288,911
251
5,162
$14,538,219
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Other
Matthew Parker Work History
Matthew has been registered as a financial advisor for 1 years.*
Nfp Retirement, Inc
Gwfs Equities, Inc
Advised Assets Group, LLC
T. Rowe Price
Davis Graham & Stubbs Llp
Ubsports.Com
Dick'S Sporting Goods
Schmidt & Clark Llp
Towne Park
Kingdom Mma
Performance Course
University Of Colorado Colorado Springs
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Matthew Parker 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 Nfp Retirement Inc
Ellicott City, MD
Aliso Viejo, CA
Charlotte, NC
Aliso Viejo, CA
Kennebunk, ME
Collegeville, PA
Euless, TX
Aliso Viejo, CA
The content in this profile was updated by SmartAsset on 4/16/2023. 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.
