Matthew J. Coffield

Employer firm

Osaic Wealth, Inc. CRD 23131

$235B regulatory AUM 56,660 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 01/2009 → 06/2024
  Securities America, Inc.
  Little Rock, AR
• 01/2009 → 06/2024
  Securities America Advisors, Inc.
  Little Rock, AR
• 06/2024 → Present
  Osaic Wealth, Inc.
  Little Rock, AR
• 06/2024 → Present
  Osaic Wealth, Inc.
  Little Rock, AR

Previous Registrations

• 2009-02-02 → 2024-06-14
  Securities America Advisors, Inc.
  Little Rock, AR
  Little Rock, AR
• 2000-08-01 → 2009-02-02
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Little Rock, AR
  Little Rock, AR

Other Businesses

1. COFFIELD CAPITAL MANAGEMENT POSITION: Agent NATURE: COFFIELD CAPITAL MANAGEMENT INSURANCE SALES MATT COFFIELD INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 06/01/2009 ADDRESS: 11601 Pleasant Ridge Road, Ste 102, Little Rock AR 72212, United States DESCRIPTION: Life insurance policies both term and permanent.

Exams

• S66 Uniform Combined State Law Examination
  2000-06-29

Other Names

• Matt Coffield
• Matt Coffield