Matthew L Wilson
Investment adviser representative at United Planners' Financial Services of America A Limited Partner
19 yearsExperience
1 stateRegistered in
$12.8BFirm assets
26 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 feeCommissions
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.
- Matthew WilsonOct 2022 to now
- Capital AnalystMar 2019 to now
- Team UpAug 2015 to now
- United Planners' Financial Services of America A Limited PartnerJun 2012 to now
- United Planners' Financial ServicesJun 2012 to now
- New Market Wealth ManagementJan 2012 to now
- Creative Business Resources (cbr)Jun 2016 to Jul 2018
- Dave Ramesy's SmartdollarAug 2015 to Jul 2018
- Gold & AssociatesJul 2007 to Mar 2019
Exams passed
- Series 66 · Uniform Combined State Law2007
State registrations
Registered as an investment adviser representative in 1 state (AZ).
United Planners' Financial Services of America A Limited Partner
$12.8BAssets managed
30,369Clients
357Advisers
26 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
- 5378774
- Firm CRD
- 20804