Matthew Robert Coburn
Investment adviser representative at Wealthcare Advisory Partners LLC
14 yearsExperience
1 stateRegistered in
$8.3BFirm assets
12 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
14 years in the industry.
- M. S. Howells & CoNov 2021 to now
- Wealthcare Advisory Partners LLCOct 2021 to now
- Wealthcare Advisory Partners LLC dba Long Financial Group, Inc.Oct 2021 to now
- Long Financial Group, Inc.Jun 2018 to now
- American Portfolios Financial Services IncOct 2021 to Oct 2021
- Cadaret, Grant & Co., IncMay 2018 to Oct 2021
- Bloomberg LPMar 2007 to May 2018
Exams passed
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 1 state (PA).
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
- 6959939
- Firm CRD
- 171976