Matthew Pearson Blades

Employer firm

Woodard & Co Asset Management Group Inc CRD 108199

$1.17B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Periodicals / newsletters
• 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

• 01/2014 → 09/2021
  State Employees' Credit Union
  Winston-Salem, NC
• 04/2016 → 09/2021
  Secu Brokerage Services
  Raleigh, NC
• 04/2016 → 09/2021
  Secu Life Insurance Company
  Raleigh, NC
• 08/2016 → 09/2021
  Credit Union Investment Services
  Raleigh, NC
• 09/2017 → 09/2021
  Members Trust Company
  Tampa, FL
• 09/2021 → Present
  Woodard & Company Asset Management Group, Inc.
  Bermuda Run, NC

Previous Registrations

• 2016-12-22 → 2021-09-03
  Credit Union Investment Services
  Winston-Salem, NC
  Winston-Salem, NC

Exams

• S65 Uniform Investment Adviser Law Examination
  2016-12-22
• S63 Uniform Securities Agent State Law Examination
  2016-08-13

Designations

• Certified Financial Planner