Best Investors Account Sign in
Inactive

Matthew Michael Will

Wealth Accel

Centerville, OH

Claim This Profile
Current Employers
Wealth Accel

81 Rhoads Center Dr. Suite A, Centerville, OH 45458 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2024-05-08
  • OH RA
    APPROVED
    Since 2024-05-08

Branch Locations

81 Rhoads Center Dr. Suite A, Centerville, OH 45458 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Wealth Accel Llc Centerville OH 05/2015 03/2020
Birchcreek Wealth Management, Llc Miami Township OH 03/2020 04/2024
Wealth Accel Llc Centerville OH 04/2024 Present
  • 05/2015 → 03/2020
    Wealth Accel Llc
    Centerville, OH
  • 03/2020 → 04/2024
    Birchcreek Wealth Management, Llc
    Miami Township, OH
  • 04/2024 → Present
    Wealth Accel Llc
    Centerville, OH
Previous Registrations
  • 2020-03-17 → 2024-07-01
    Birchcreek Wealth Management, Llc
    Miami Township, OH
  • 2015-06-25 → 2020-08-03
    Wealth Accel
    Dayton, OH
  • 2012-06-06 → 2015-07-02
    Financial Management Group Inc
    Cincinnati, OH
  • 2007-10-30 → 2011-06-28
    Strategic Advisers Llc
    Covington, KY
    Blue Ash, OH
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-12-21
S63 Uniform Securities Agent State Law Examination 2006-11-30
  • S66 Uniform Combined State Law Examination
    2007-12-21
  • S63 Uniform Securities Agent State Law Examination
    2006-11-30
Designations
Other Names
  • Matthew Will
  • Matt Will
  • Matthew M. Will

View on SEC IAPD

Other Firms

PFS INVESTMENTS INC.
MCCOLLUM INVESTMENT ADVISORS
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
J.P. MORGAN SECURITIES LLC
PNC WEALTH MANAGEMENT LLC
RIDGELINE WEALTH PLANNING LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
FOUNDERS FINANCIAL SECURITIES LLC

Other Investors

JANICE MARIE CHINN
Richard Burkes
VICKEY LEE PARKS
PHILLIP JAMES JOHNSON
JERRY HENDERSON
TOBIAS MATTHEW JONES
Micah Paul McCollum
BRIAN KEITH SCHULTZ

Other Offices

PFS INVESTMENTS INC. · CENTERVILLE, OH
MCCOLLUM INVESTMENT ADVISORS · DAYTON, OH
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Dayton, OH
J.P. MORGAN SECURITIES LLC · DAYTON, OH
PNC WEALTH MANAGEMENT LLC · DAYTON, OH
RIDGELINE WEALTH PLANNING LLC · CENTERVILLE, OH
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Dayton, OH
FOUNDERS FINANCIAL SECURITIES LLC · Dayton, OH

More in Centerville, OH

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor