Matthew Aaron Junkins

Employer firm

Wells Fargo Advisors Financial Network, LLC CRD 11025

$252B regulatory AUM 2,990 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2016 → 04/2024
  Wells Fargo Clearing Services, Llc
  Oak Brook, IL
• 04/2024 → Present
  Wells Fargo Advisors Financial Network, Llc
  Oak Brook, IL
• 05/2009 → 11/2016
  Wells Fargo Advisors Llc
  Palos Heights, IL

Previous Registrations

• 2008-01-01 → 2024-04-15
  Wells Fargo Clearing Services, Llc
  Palos Heights, IL
  Joliet, IL
  Oak Brook, IL
  Chicago, IL
• 2005-08-12 → 2008-01-01
  A. G. Edwards & Sons, Inc.
  Joliet, IL
  St. Louis, MO
  Joliet, IL
• 2002-08-30 → 2005-08-29
  Morgan Stanley Dw Inc.
  Chicago, IL
• 2001-09-25 → 2003-02-26
  Merrill Lynch Investment Managers Lp
  Northbrook, IL

Other Businesses

JUNKINS WEALTH MANAGEMENT GROUP LLC; INV RELATED; CHICAGO, IL; 100% OWNERSHIP; START DATE 10/26/2023; 0 HOURS PER MONTH; 0 DURING TRADING; FINET PRACTICE.; PLANK ROAD ADVISORS LLC; INV RELATED; CHICAGO, IL; 50% OWNERSHIP; START DATE 10/25/2023; 0 HOURS PER MONTH; 0 HOURS DURING TRADING; FINET PRACTICE.; TRUSTEE FOR THE PLANK ROAD ADVISORS 401K, INV RELATED, OAK BROOK, IL, START: 4/15/2024, 1 HOUR A MONTH, 0 HOURS DURING TRADING.

Exams

• S65 Uniform Investment Adviser Law Examination
  1998-09-17
• S63 Uniform Securities Agent State Law Examination
  1998-02-12

Other Names

• Matthew A Junkins
• Matt Junkins