Matthew
Brocker
Legacy Wealth
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About this Advisor
Matthew Brocker is a financial advisor operating in Saint Paul, Minnesota, with a total of 3 years of industry experience. Brocker currently works for Legacy Wealth. Their career trajectory has included roles at M Holdings Securities, Inc, Bethel University and Legacy Wealth Asset Management, LLC Dba Legacy Wealth. Brocker maintains Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is registered to serve investors in Minnesota. Legacy Wealth is a company that has its headquarters in Saint Paul, MN. It handles $356 million in total assets across its 982 client accounts, making it one of the bigger firms in the country by assets under management. Of its 982 accounts, 36% belong to high-net-worth clients who have at least $1 million in assets available to invest. Legacy Wealth provides a set of services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees for financial management largely vary depending on the financial services offered. However, fees billed by Legacy Wealth most likely include asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Legacy Wealth Brokerage Details
$355,701,368
10
982
$362,221
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Matthew Brocker Work History
Matthew has been registered as a financial advisor for 3 years.*
Legacy Wealth Asset Management, LLC Dba Legacy Wealth
M Holdings Securities, Inc
Bethel University
*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 Brocker 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 Legacy Wealth
Saint Paul, MN
Saint Paul, MN
Saint Paul, MN
Saint Paul, MN
Saint Paul, MN
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