Matthew E. Wells
Professional summary
Matthew Eric Wells, who also goes by Matt Wells, is a registered financial professional currently at INVESTMENT DISTRIBUTORS, INC. located in Covington, Kentucky.
Matthew is registered as a RR (Registered Representative) and started their career in finance in 1995. Matthew has worked at 8 firms and has passed the Series 63, SIE and Series 7 exams.
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Matthew Eric Wells's CRS (Customer Relationship Summary).
Certified licenses
Experience
July 23, 2026 - Present
INVESTMENT DISTRIBUTORS, INC.
Office #1: 50 E Rivercenter Blvd Suite 1600, Covington, KY 41011April 24, 2024 - July 8, 2026
NORTHERN LIGHTS DISTRIBUTORS, LLC
June 20, 2008 - April 3, 2024
COREBRIDGE CAPITAL SERVICES, INC.
March 2, 2001 - July 8, 2008
JACKSON NATIONAL LIFE DISTRIBUTORS LLC
April 12, 2000 - December 31, 2004
NATIONAL PLANNING CORPORATION
December 10, 1998 - May 13, 1999
DWS DISTRIBUTORS, INC.
September 13, 1996 - October 20, 1998
WAMU INVESTMENTS, INC.
July 13, 1995 - June 16, 1997
D.A. DAVIDSON & CO.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(7/23/2026)
(7/23/2026)
Exams
FINRA
Current Firm
INVESTMENT DISTRIBUTORS, INC.
CRD#: 35490 / SEC#: , 8-46802
Contact information
FINRA licenses (51 States and Territories)
Documents
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| PROTECTIVE LIFE CORPORATION | PARENT COMPANY | |
| BAGGETT, ALAN S | ASSISTANT FINANCIAL OFFICER | 8088232 |
| CARLSON, MARTHA L | DESIGNATED RESPONSIBLE LICENSED PRODUCER | 2731502 |
| COFFMAN, BENJAMIN PAUL | CHIEF FINANCIAL OFFICER | 6738662 |
| COLLAZO, KIMBERLY | ASSISTANT SECRETARY | 8075061 |
| CREUTZMANN, SCOTT EMIL | DIRECTOR | 5351383 |
| LANE, JAMIE LAURA | DIRECTOR | 5779720 |
| MCCRELESS, KEVIN LUCIUS | CHIEF COMPLIANCE OFFICER | 5180100 |
| MORSCH, LETITIA A | DIRECTOR & ASSISTANT SECRETARY | 5133531 |
| TENNENT, RAYBURN EDWARD | ASSISTANT FINANCIAL OFFICER | 6245099 |
| WAGNER, JAMES CARL JR | PRESIDENT & DIRECTOR | 4261922 |
Disclosures
| Regulatory Event | 1 |
Red Flags
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Company Information
INVESTMENT DISTRIBUTORS, INC.
CRD#: 35490Covington, KY 41011TRUST BUT VERIFY
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