Matthew W. Stolle

WELLTH ADVISORY SERVICES

Fishers, IN

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CRD#: 2601202

Professional summary

Matthew W Stolle, AIF®, who also goes by Matt Stolle, Matthew W Stolle, Matthew William Stolle, is a registered financial advisor currently at WELLTH ADVISORY SERVICES, LLC located in Fishers, Indiana and LPL FINANCIAL LLC located in Fishers, Indiana.

Matthew is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1996. Matthew has worked at 6 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Matt Stolle | Matthew W Stolle | Matthew William Stolle

Other business activities

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.

1) 09/20/2023 - VARIOUS COLLEGIATE SCHOOLS - Coach - College swim official - Non investment related - 3 Hours per month - Start date: 11/01/2021. 2) 09/20/2023 - STRATEGIC RETIREMENT PARTNERS - DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s). 3) 09/20/2023 - SRP - DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s).

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew W Stolle's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

AIF^®

Accredited Investment Fiduciary

Experience

Current

June 28, 2024 - Present

WELLTH ADVISORY SERVICES, LLC

RIA

CRD#: 330537

Fishers, IN

Current

September 20, 2023 - Present

LPL FINANCIAL LLC

RIA

CRD#: 6413

FISHERS, IN

Past

September 20, 2023 - July 10, 2024

GLOBAL RETIREMENT PARTNERS LLC

RIA

CRD#: 172011

Fishers, IN

Past

September 27, 2007 - September 22, 2023

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

INDIANAPOLIS, IN

Past

September 27, 2007 - September 22, 2023

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

INDIANAPOLIS, IN

Past

July 1, 2003 - October 4, 2007

WELLS FARGO CLEARING SERVICES, LLC

RIA

CRD#: 19616

INDIANAPOLIS, IN

Past

July 1, 2003 - October 4, 2007

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

INDIANAPOLIS, IN

Past

January 21, 1999 - July 1, 2003

PRUDENTIAL EQUITY GROUP, LLC

RIA

CRD#: 7471

INDIANAPOLIS, IN

Past

October 28, 1998 - July 1, 2003

PRUDENTIAL EQUITY GROUP, LLC

CRD#: 7471

NEW YORK, NY

Past

July 31, 1996 - October 13, 1998

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

NEW YORK, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

WELLTH ADVISORY SERVICES, LLC

STRATEGIC RETIREMENT PARTNERS (SRP) | WELLTH ADVISORY SERVICES, LLC

CRD#: 330537 / SEC#: 801-130037

RIA

Registered Investment Advisory firm - (4/26/2024 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Arizona
(9/20/2023)

California
(11/3/2025)

Florida
(9/20/2023)

Illinois
(9/20/2023)

Indiana
(9/20/2023)

IAR

Indiana
(6/28/2024)

Kentucky
(9/20/2023)

Michigan
(9/20/2023)

IAR

Michigan
(6/28/2024)

Missouri
(9/20/2023)

Nevada
(9/20/2023)

IAR

Nevada
(7/1/2024)

New York
(9/20/2023)

Tennessee
(9/20/2023)

Texas
(9/20/2023)

Virginia
(9/20/2023)

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. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 65

Date: 12/17/1998

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 8/12/1996

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 12/4/1995

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

WELLTH ADVISORY SERVICES, LLC

STRATEGIC RETIREMENT PARTNERS (SRP) | WELLTH ADVISORY SERVICES, LLC

CRD#: 330537 / SEC#: 801-130037

RIA

Registered Investment Advisory firm - (4/26/2024 Approved)

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Contact information

Main Address

Shorewood, IL

Mailing Address

Phone number

(866) 777-4015

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (44 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

WELLTH ADV WRAP BROCHURE (3/31/2025)

WELLTH ADV PART 2A (3/31/2025)

Regulatory assets under management

Total Number of Accounts	2,338
AUM (Assets Under Management)	$ 23,574,040,155

Red Flags

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.

Contact information

(xxx) xxx-xxxx

xxxxx@xxxx.xxx

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Matthew W. Stolle

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew W Stolle's CRS (Customer Relationship Summary).

Certified licenses

Experience

LPL FINANCIAL LLC

GLOBAL RETIREMENT PARTNERS LLC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

PRUDENTIAL EQUITY GROUP, LLC

PRUDENTIAL EQUITY GROUP, LLC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Primary Firm SEC Registration

WELLTH ADVISORY SERVICES, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 12/17/1998

Series 63

Date: 8/12/1996

SIE

Date: 10/1/2018

Series 7

Date: 12/4/1995

FINRA

Current Firm

WELLTH ADVISORY SERVICES, LLC

Contact information

SEC notice filing (44 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

WELLTH ADVISORY SERVICES, LLC

TRUST BUT VERIFY

Contact information

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