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Matthew David Favreau

Welcome to The Granzow Consulting Group of Wells Fargo Advisors.

Wells Fargo Clearing Services, LLC

Charlotte

NC

Contact Me

Overview

Services

Advisor Services

  • Financial Planning
    • -Estate Planning
    • -Comprehensive Financial Planning
    • -Retirement Planning
    • -College Planning
    • -Charitable Planning
  • Insurance
    • -Life Insurance
    • -Health Insurance
    • -Annuities
  • Portfolio Management
    • -Individuals and/or Small Businesses
    • -Businesses or Institutional Clients

Funds

Firm Client types

There is no client type data to display at this time.

Qualifications

Experience

No timeline events available.
Employer Years Dates
Wells Fargo Clearing Services, LLC 2 years, 11 months Nov 2016 - Present
Wells Fargo Advisors LLC 7 years, 6 months May 2009 - Nov 2016

Designations & Memberships

  • Certified 401(k) Professional
    Designation
    Certified 401(k) Professional
    The C(k)P designation represents the pinnacle of achievement for the professional Retirement Plan Advisor, recognizing a combination of substantial practice retirement plan management experience, and the completion of a comprehensive and highly specialized educational program.
  • Chartered Alternative Investment Analyst
    Designation
    Chartered Alternative Investment Analyst
    The CAIA designation demonstrates mastery of alternative investment concepts, tools, and practices, and promotes adherence to the highest standards of professional conduct.

Articles and Answers

Insights by Matthew Favreau

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Answers

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Licenses & Conducts

SEC
U.S. Securities and Exchange Commission
  • license status
    Registered
  • disclosures
    None
  • as of date
    May 7, 2019
FINRA
FINRA
  • license status
    Registered
  • disclosures
    None
  • as of date
    May 6, 2019
Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

Assets

Wells Fargo Clearing Services, LLC

Last updated on Oct. 7, 2019
    • $433.2B
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 1M
      Accounts
    • $302.1K
      Estimated Average Account Balance

Fees

Types of Compensation Arrangements

  • Percentage Of Assets
  • Hourly Charges
  • Fixed Fees
  • Commissions