Unclaimed Profile

Matthew Field Bader

TRUSTCORE FINANCIAL SERVICES, LLC·BRENTWOOD, Tennessee

SIE, Series 7, Series 7TO, Series 63, Series 65CFPClean record14 years registeredTRUSTCORE FINANCIAL SERVICES, LLC

5314 MARYLAND WAY, BRENTWOOD, TN 37027-6219CRD# 5708919Firm CRD# 106522

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Matthew Field Bader · BRENTWOOD, TN

Registration

CRD #5708919 · TRUSTCORE FINANCIAL SERVICES, LLC · 14 years registered

Brand Profile

Not yet started

Career History

CAPTRUST

Dec 2022 – present

TRUSTCORE FINANCIAL SERVICES, LLC

Dec 2013 – Mar 2023

BRENTWOOD, TN

ENVISION WEALTH PLANNING

Aug 2012 – Nov 2013

BRENTWOOD, TN

SNOW CREEK WEALTH MANAGEMENT

Oct 2011 – Jul 2012

NASHVILLE, TN

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 7TO

Series 63

Series 65

Registration record

First registered · October 14, 2011

Years registered · 14

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

TRUSTCORE FINANCIAL SERVICES, LLC

CRD 106522 · SEC 801-17538

AUM

$2.4B

Regulatory assets under management

Employees

7,758 client accounts

Services offered by TRUSTCORE FINANCIAL SERVICES, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Pension consulting

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at TRUSTCORE FINANCIAL SERVICES, LLC →

Introduction

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Frequently Asked Questions

What services does Matthew Field Bader offer?

Matthew Field Bader specializes in Financial Planning, Investment Management, Retirement Planning. Contact their office in BRENTWOOD, Tennessee for a consultation.

What are Matthew Field Bader's credentials?

Matthew Field Bader holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Matthew Field Bader located?

Matthew Field Bader is based in BRENTWOOD, Tennessee, working with TRUSTCORE FINANCIAL SERVICES, LLC. Their office serves clients in the BRENTWOOD metropolitan area and surrounding communities.

How does Matthew Field Bader charge for services?

Matthew Field Bader'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 TRUSTCORE FINANCIAL SERVICES, LLC?

TRUSTCORE FINANCIAL SERVICES, LLC has approximately 46 employees and manages $2.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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