Matthew Pearson Blades
Investment adviser representative at Woodard & Co Asset Management Group Inc
12 yearsExperience
7 statesRegistered in
CFP® certificationDesignation
$1.2BFirm 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
12 years in the industry.
- Woodard & Co Asset Management Group IncSep 2021 to now
- Woodard & Company Asset Management Group, Inc.Sep 2021 to now
- Members Trust CompanySep 2017 to Sep 2021
- Credit Union Investment ServicesAug 2016 to Sep 2021
- Secu Brokerage ServicesApr 2016 to Sep 2021
- Secu Life Insurance CompanyApr 2016 to Sep 2021
- State Employees' Credit UnionJan 2014 to Sep 2021
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2016
- Series 65 · Uniform Investment Adviser Law2016
State registrations
Registered as an investment adviser representative in 7 states (CO, FL, GA, NC, SC, TX, VA).
Woodard & Co Asset Management Group Inc
$1.2BAssets managed
1,832Clients
5Advisers
41 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
- 6638342
- Firm CRD
- 108199