MW
Matthew N. Wedding
BANKERS LIFE ADVISORY SERVICES
EVANSVILLE, IN 47715
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CRD#: 5623961
MW
Professional summary
Matthew Nicholas Wedding, who also goes by Matt Nicholas Wedding, Matthew N Wedding, is a registered financial advisor currently at BANKERS LIFE ADVISORY SERVICES, INC. located in Evansville, Indiana and BANKERS LIFE SECURITIES, INC. located in Evansville, Indiana.
Matthew is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2008. Matthew has worked at 4 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Matt Nicholas Wedding | Matthew N Wedding
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.
BANKERS LIFE & CASUALTY POSITION: Unit Sales Manager NATURE: Teaching and training the agents in the office. Working with my existing client as well as new clients. ? INVESTMENT RELATED: No NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 80 START DATE: 01/01/2012 ADDRESS: 3231 N. Green River Rd. #310, Evansville IN 47715, United States DESCRIPTION: MANAGE A TEAM OF AGENTS, RESPONSIBLE FOR HIRING AND TRAINING OF AGENTS, I am also appointed with KFA through BLC which allows agents to write business for Medicare Supplement, Annuity and Equity Indexed annuity insurance products, life insurance, health and LTC. SYNERGY REAL ESTATE PARTNERS LLC POSITION: Owner/ Member NATURE: We buy and sell various real estate. Currently hold commercial real estate (1 property under management.) INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 07/08/2016 ADDRESS: 214 Cedar Heights, Huntingburg IN 47542 DESCRIPTION: Buy and sell various real estate. No title held except for 1/3 owner. Currently own 1 commercial property. ONE VISION PROPERTIES LLC POSITION: Member/Owner NATURE: The purchase of residential real estate for rental purposes only. Properties will be managed by a independent property manager. No title held except for 34% owner Matthew Wedding, 33% Shane Powell (No relation/Business Partner), 33% Jeffrey White (No relation/Business Partner), Currently owns 1 residential property. Owner's only duties are to make spending decisions when needed and the purchase of additional future properties. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 05/18/2020 ADDRESS: 2045 Northwood Dr, Owensboro KY 42301, United States DESCRIPTION: The purchase of residential real estate for rental purposes only. Properties will be managed by an independent property manager. MNW FINANCIAL SERVICES LLC POSITION: Manager NATURE: Specifically set up for payroll purposes only. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 04/25/2025 ADDRESS: 2045 Northwood Dr, Owensboro KY 42301, United States DESCRIPTION: This LLC was opened specifically for tax purposes for payroll related to BLC/BLS/AS. There are no expectations or requirements for me.
CRS (Client Relationship Summary) - RIA
Click below to view Matthew Nicholas Wedding's 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®
NoneExperience
Current
July 27, 2016 - Present
BANKERS LIFE ADVISORY SERVICES, INC.
Office #1: 3231 N Green River Road Ste 310, Evansville, IN 47715RIA
CRD#: 281285
EVANSVILLE, IN
Current
May 26, 2016 - Present
BANKERS LIFE SECURITIES, INC.
Office #1: 3231 N Green River Road Suite 310, Evansville, IN 47715BD
CRD#: 173962
Evansville, IN
Past
February 1, 2016 - May 27, 2016
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
RIA
CRD#: 15708
EVANSVILLE, IN
Past
March 5, 2012 - May 26, 2016
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
BD
CRD#: 15708
EVANSVILLE, IN
Past
September 8, 2009 - January 6, 2012
FIFTH THIRD SECURITIES, INC.
BD
CRD#: 628
TELL CITY, IN
Past
December 25, 2008 - August 3, 2009
FIFTH THIRD SECURITIES, INC.
BD
CRD#: 628
OWENSBORO, KY
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".
BL
BANKERS LIFE ADVISORY SERVICES, INC.
BANKERS LIFE | BL ADVISORY SERVICES, INC | BANKERS LIFE ADVISORY SERVICES, INC.
CRD#: 281285 / SEC#: 801-106953
RIA
Registered Investment Advisory firm - (11/18/2015 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.RR
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
RR
Florida(11/13/2020)
RR
Illinois(2/8/2022)
RR
Indiana(5/26/2016)
IAR
Indiana(7/27/2016)
RR
Kentucky(5/26/2016)
RR
Missouri(8/28/2025)
RR
Tennessee(12/6/2021)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
BL
BANKERS LIFE ADVISORY SERVICES, INC.
BANKERS LIFE | BL ADVISORY SERVICES, INC | BANKERS LIFE ADVISORY SERVICES, INC.
CRD#: 281285 / SEC#: 801-106953
RIA
Registered Investment Advisory firm - (11/18/2015 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
303 E. Wacker Drive 5th Fl, Chicago, IL 60601
Mailing Address
Phone number
(844) 553-9083
Established
Firm type
Fiscal year end
# of Employees
384
SEC notice filing (52 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 14,938 |
| AUM (Assets Under Management) | $ 1,943,847,697 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
BANKERS LIFE ADVISORY SERVICES, INC.
CRD#: 281285Evansville, IN 47715TRUST BUT VERIFY
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