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Matthew Glen Catlin

WEALTH ALLIANCE ADVISORY GROUP, LLC·WICHITA, Kansas
SIE, Series 7, Series 9, Series 10, Series 66Clean record19 years registeredWEALTH ALLIANCE ADVISORY GROUP, LLC
10585 E 21ST N, WICHITA, KS 67207CRD# 5332741Firm CRD# 290329

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Matthew Glen Catlin · WICHITA, KS
Registration
CRD #5332741 · WEALTH ALLIANCE ADVISORY GROUP, LLC · 19 years registered
Brand Profile
Not yet started
01

Career History

WEALTH ALLIANCE ADVISORY GROUP, LLC
Nov 2017 – present
UBS FINANCIAL SERVICES INC.
Aug 2007 – Dec 2017
WICHITA, KS
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 9
Series 10
Series 66
Registration record
First registered · August 16, 2007
Years registered · 19
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
WEALTH ALLIANCE ADVISORY GROUP, LLC
CRD 290329 · SEC 801-112023
AUM
$647M
Regulatory assets under management
Employees
8
821 client accounts
Services offered by WEALTH ALLIANCE ADVISORY GROUP, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at WEALTH ALLIANCE ADVISORY GROUP, LLC →
Introduction

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05

Frequently Asked Questions

What services does Matthew Glen Catlin offer?
Matthew Glen Catlin specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in WICHITA, Kansas for a consultation.
What are Matthew Glen Catlin's credentials?
Matthew Glen Catlin is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Matthew Glen Catlin located?
Matthew Glen Catlin is based in WICHITA, Kansas, working with WEALTH ALLIANCE ADVISORY GROUP, LLC. Their office serves clients in the WICHITA metropolitan area and surrounding communities.
How does Matthew Glen Catlin charge for services?
Matthew Glen Catlin's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is WEALTH ALLIANCE ADVISORY GROUP, LLC?
WEALTH ALLIANCE ADVISORY GROUP, LLC has approximately 8 employees and manages $647M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at WEALTH ALLIANCE ADVISORY GROUP, LLC

Gary Winfield Decker
WICHITA, KS

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