Matthew
Ueland
First Trust Advisors Lp
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About this Advisor
Matthew Ueland is a financial advisor who works out of Wheaton, Illinois. Ueland is currently employed by First Trust Advisors Lp. Throughout their career, they have worked at Franklin Middle School, Wheaton North High School, Glen Oak Country Club, Veth Group, Performance Trust Capital Partners, Chicago Golf Club, First Trust Portfolios L.P, First Trust Advisors L.P and Wheaton College. Ueland maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is registered to work in Illinois. First Trust Advisors Lp is a financial advisory firm that has its headquarters in Wheaton, IL. The investment advisory business has offices in two locations and a total of 637 employees. It manages $191 billion in assets under management between its 3,143 accounts, making it one of the largest financial advisory firms in the United States by assets under management. The firm provides a number of services, including portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients, selection of other advisers and publication of newsletters. Fees charged by financial advisors typically depend on the financial services provided. Fees charged by First Trust Advisors Lp likely include some combination of asset-based and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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First Trust Advisors Lp Brokerage Details
$190,452,000,000
637
3,143
$60,595,609
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Publication of periodicals or newsletters
Matthew Ueland Work History
Matthew has been registered as a financial advisor for 0 years.*
First Trust Portfolios L.P
First Trust Advisors L.P
Wheaton College
Performance Trust Capital Partners
Chicago Golf Club
Veth Group
Wheaton North High School
Glen Oak Country Club
Franklin Middle School
*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 Ueland 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 First Trust Advisors Lp
Wheaton, IL
Wheaton, IL
Wheaton, IL
Wheaton, IL
Wheaton, IL
Wheaton, IL
Wheaton, IL
Wheaton, IL
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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