Matthew Eli Shanks
Investment adviser representative at Wealthspire Retirement Advisory
27 yearsExperience
8 statesRegistered in
$38.6BFirm assets
20 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
27 years in the industry.
- Wealthspire Retirement AdvisorySep 2026 to now
- Rental PropertyNov 2024 to now
- VoyaNov 2024 to Jun 2026
- Voya Financial Partners, LLCNov 2024 to Jun 2026
- Oneamerica Securities, IncOct 2001 to Nov 2024
- American United Life Insurance Co.Sep 1999 to Nov 2024
Exams passed
- Series 63 · Uniform Securities Agent State Law2002
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 8 states (CO, IL, IN, KY, MI, MN, OK, TX).
Wealthspire Retirement Advisory
Legal name: Wealthspire Retirement, LLC
$38.6BAssets managed
7,532Clients
145Advisers
20 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4407995
- Firm CRD
- 121254