Matthew N Wallen
Investment adviser representative at Wealthcare Advisory Partners LLC
19 yearsExperience
2 statesRegistered in
CFP® certification, CFADesignations
$8.3BFirm assets
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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
19 years in the industry.
- Wealthcare Advisory Partners LLCJun 2026 to now
- Mariner IndependentJan 2023 to Jun 2026
- Mariner Platform SolutionsMar 2022 to Oct 2022
- Adviceperiod, LLCJul 2020 to Mar 2022
- Feehan Financial GroupJun 2007 to Jul 2020
Designations
- CFP® certification
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law2011
State registrations
Registered as an investment adviser representative in 2 states (SC, TX).
Wealthcare Advisory Partners LLC
$8.3BAssets managed
10,948Clients
172Advisers
12 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
- 5376260
- Firm CRD
- 171976