Matthew William Ward
Professional Summary
Matthew William Ward, who also goes by Matt Ward, is a registered financial advisor currently at ENCORE 401K, LLC located in Driggs, Idaho. Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1991. Matthew has worked at 5 firms and has passed the Series 65, Series 63, SIE, Series 6 and Series 26 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Matt Ward
Similar Advisors
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
SLATEN WEALTH MANAGEMENT
EDWARD JONES
BSG ADVISERS
Videos & Posts
This advisor has not added any videos or posts yet.
Similar Advisors
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
SLATEN WEALTH MANAGEMENT
EDWARD JONES
BSG ADVISERS
Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
Similar Advisors
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
SLATEN WEALTH MANAGEMENT
EDWARD JONES
BSG ADVISERS
Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.
Similar Advisors
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
SLATEN WEALTH MANAGEMENT
EDWARD JONES
BSG ADVISERS
Years of Experience
35 years in the financial services industry
Current & Past Employments
Similar Advisors
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
SLATEN WEALTH MANAGEMENT
EDWARD JONES
BSG ADVISERS
Current Firm
ENCORE 401K, LLC
Contact Information
Main Address
253 S. Main St Suite 214, Driggs, ID 83422Mailing Address
Po Box 1502, Driggs, ID 83422Phone Number
(208) 421-4701# of Employees
1Documents
Regulatory Assets Under Management
Total Number of Accounts
8AUM (Assets Under Management)
$13,361,360Similar Advisors
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
SLATEN WEALTH MANAGEMENT
EDWARD JONES
BSG ADVISERS
Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
Similar Advisors
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
SLATEN WEALTH MANAGEMENT
EDWARD JONES
BSG ADVISERS
State Registrations and Notice Filings
(3/20/2023)
(5/19/2023)
(5/23/2023)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Jun 1991About the Series 6 examSeries 26 — Investment Company Products/Variable Contracts Principal Examination
Passed Jun 2014About the Series 26 examSimilar Advisors
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
SLATEN WEALTH MANAGEMENT
EDWARD JONES
BSG ADVISERS
CRS (Client Relationship Summary) - RIA
Click below to view Matthew William Ward's CRS (Customer Relationship Summary).
Similar Advisors
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
SLATEN WEALTH MANAGEMENT
EDWARD JONES
BSG ADVISERS
