Matthew
Wedel
Avantax Advisory Services
Answer a few questions and
get matched with an advisor.
About this Advisor
Matthew Wedel is a financial advisor operating in Oklahoma City, Oklahoma with a total of 1 year of industry experience. Wedel is an employee of Avantax Advisory Services. During their career, Wedel has held roles at Wymer Brownlee Wealth Strategies, Cummins Construction, Kmart, Atwoods, Student, Avantax Investment Services Inc and Avantax Advisory Services. Wedel holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is able to operate in Oklahoma. Avantax Advisory Services is an advisory business based out of Coppell, TX. The firm has offices in 1,514 locations and a total of 2,433 advisors. It has $31 billion in assets across its 123,393 accounts, making it one of the biggest investment advisory firms in the country by assets under management. Of its 123,393 customer accounts, just 6% belong to high-net-worth clients who have greater than $1 million in assets available to invest. Avantax Advisory Services offers a broad array of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, educational seminars and other services. A financial advisor's fees typically vary depending on which services the firm provides the client. However, fees billed by Avantax Advisory Services likely consist of any blend of asset-based, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Avantax Advisory Services Brokerage Details
$30,968,246,116
2,433
123,393
$250,972
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Educational seminars/workshops
- Other
Matthew Wedel Work History
Matthew has been registered as a financial advisor for 1 years.*
Avantax Investment Services Inc
Avantax Advisory Services
Wymer Brownlee Wealth Strategies
Wymer Brownlee Wealth Strategies
Cummins Construction
Kmart
Atwoods
Student
*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 Wedel 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 Avantax Advisory Services
Coppell, TX
Johnstown, PA
Mccordsville, IN
Wilmington, DE
Irving, TX
Pasadena, CA
Melville, NY
Irving, TX
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.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
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.
