Matthew
Parker

Nfp Retirement Inc

CRD#6712535
Investment Advisor
in Colorado Springs, CO

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About this Advisor

Matthew Parker is a financial advisor based in Colorado Springs, Colorado, working with Nfp Retirement Inc. Matthew has previously held positions at T. Rowe Price, Davis Graham & Stubbs Llp, Ubsports.Com, Dick's Sporting Goods, Schmidt & Clark Llp, Towne Park, Gwfs Equities, Inc, Advised Assets Group, LLC, and Nfp Retirement, Inc. Matthew has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in California, Colorado, and North Dakota. Currently, Matthew is part of Nfp Retirement Inc, which operates out of Colorado Springs, Colorado. The firm has 26 offices and 219 employees. The firm manages assets totaling $96.5 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, and other services. The fee structure at Nfp Retirement Inc includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, Series 65, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

Colorado Springs, CO

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Nfp Retirement Inc Brokerage Details

Total Assets Under Management

$96,454,495,427

CO Average: $7,578,581,321
Total Number of Employees

219

CO Average: 43
Total Number of Accounts

5,514

CO Average: 3,727
Average Account Size

$17,492,654

CO Average: $2,033,427

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

2022 - Present (2 years)

Nfp Retirement, Inc

2022 - 2022 (< 1 year)

Gwfs Equities, Inc

2022 - 2022 (< 1 year)

Advised Assets Group, LLC

2016 - 2022 (6 years)

T. Rowe Price

2015 - 2016 (1 year)

Davis Graham & Stubbs Llp

2015 - 2016 (1 year)

Ubsports.Com

2015 - 2016 (1 year)

Dick'S Sporting Goods

2014 - 2015 (1 year)

Schmidt & Clark Llp

2013 - 2014 (1 year)

Towne Park

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

Holly Knight
Norwell, MA
Geoffrey Keeling
Aliso Viejo, CA
Kaden Mckell
Aliso Viejo, CA
William Street
South Jordan, UT
Steven Festler
Aliso Viejo, CA
Kristen Echols
Denver, CO
Daniel Kallus
Houston, TX
Kenneth Jenkins
Bowie, MD

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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