Matthew
Vining

Pfg Advisors

CRD#6554443
Investment Advisor
in Albuquerque, NM

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About this Advisor

Matthew Vining is a financial advisor based in Albuquerque, New Mexico, working with Pfg Advisors. Matthew has previously held positions at the University Of New Mexico, University Of Nebraska, Albuquerque Academy, Rinchem Co Inc, Securities America, Inc, Pfg Advisors, LLC, and Osaic Wealth, Inc. Matthew has passed the Series 66 regulatory exam and is registered to provide services in California and New Mexico. Currently, Matthew is part of Pfg Advisors, which operates out of Albuquerque, New Mexico. The firm has 131 offices and 115 employees. The firm manages assets totaling $2.3 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. The fee structure at Pfg Advisors includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 66

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

6605 Uptown Blvd, Ne Suite 230
Albuquerque, NM 87110

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Pfg Advisors Brokerage Details

Total Assets Under Management

$2,333,278,575

NM Average: $1,555,372,352
Total Number of Employees

115

NM Average: 37
Total Number of Accounts

11,752

NM Average: 1,370
Average Account Size

$198,543

NM Average: $1,135,308

Investment Advisory Services

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

Matthew Vining Work History

2024 - Present (0 year)

Osaic Wealth, Inc

2021 - Present (3 years)

Pfg Advisors, LLC

2020 - Present (4 years)

Securities America, Inc

2021 - 2021 (< 1 year)

Pfg Advisors, LLC

2019 - 2020 (1 year)

Securities America, Inc

2018 - 2019 (1 year)

Albuquerque Academy

2018 - 2019 (1 year)

Rinchem Co Inc

2015 - 2018 (3 years)

University Of New Mexico

2014 - 2015 (1 year)

University Of Nebraska

2010 - 2017 (7 years)

Albuquerque Academy

Disclosures

Please visit the SEC profile of Matthew Vining 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 Pfg Advisors

Andrew Van Dyke
Eagle, ID
Ramona Maior
Phoenix, AZ
Heather Metcalf
Springfield, OR
Robert Van Allen
Tempe, AZ
Tyler Grantham
Phoenix, AZ
Timothy Mansell
Alameda, CA
Bridgette Gavagan
Glendale, AZ
Andrew Johnson
Gilbert, AZ

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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