Matthew M. Will
Professional summary
Matthew Michael Will, CFP®, who also goes by Matt Will, Matthew M. Will, Matthew Will, is a registered financial advisor currently at WEALTH ACCEL located in Centerville, Ohio.
Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Matthew has worked at 6 firms and has passed the Series 66, Series 63 and Series 7 exams.
Biography
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Matthew Michael Will's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2009
Experience
May 8, 2024 - Present
WEALTH ACCEL
Office #1: 81 Rhoads Center Dr. Suite A, Centerville, OH 45458March 17, 2020 - July 1, 2024
BIRCHCREEK WEALTH MANAGEMENT, LLC
June 25, 2015 - August 3, 2020
WEALTH ACCEL
June 6, 2012 - July 2, 2015
FINANCIAL MANAGEMENT GROUP INC
October 30, 2007 - June 28, 2011
STRATEGIC ADVISERS LLC
November 23, 2006 - June 28, 2011
FIDELITY BROKERAGE SERVICES LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(5/8/2024)
Exams
Current Firm
WEALTH ACCEL
CRD#: 330912 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 236 |
| AUM (Assets Under Management) | $ 64,171,986 |
Red Flags
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Company Information
WEALTH ACCEL
CRD#: 330912Centerville, OH 45458TRUST BUT VERIFY
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