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Matthew William Ward

Encore 401K, LLC

Driggs, ID

CRD 2130063

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Employer firm

Encore 401K, LLC CRD 324414

$13.4M regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Pension consulting
  • RETIREMENT PLAN SERVICES

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

Current Employers
Encore 401K, Llc

253 S. Main St Suite 214, Driggs, ID 83422 • United States

Current Registrations

AuthorityCategoryStatusDate
WY RA APPROVED 2023-05-23
MT RA APPROVED 2023-05-19
ID RA APPROVED 2023-03-20
  • WY RA
    APPROVED
    Since 2023-05-23
  • MT RA
    APPROVED
    Since 2023-05-19
  • ID RA
    APPROVED
    Since 2023-03-20

Branch Locations

253 S. Main St., Driggs, ID 83422 • 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
Encore 401K, Llc Driggs ID 11/2022 Present
The Capital Group / American Funds Driggs ID 01/2014 02/2020
American Funds Distributors Inc. Driggs ID 01/2014 02/2020
Early Retirement Victor ID 02/2020 11/2022
Encore 401K, Llc Driggs UT 03/2023 Present
  • 11/2022 → Present
    Encore 401K, Llc
    Driggs, ID
  • 01/2014 → 02/2020
    The Capital Group / American Funds
    Driggs, ID
  • 01/2014 → 02/2020
    American Funds Distributors Inc.
    Driggs, ID
  • 02/2020 → 11/2022
    Early Retirement
    Victor, ID
  • 03/2023 → Present
    Encore 401K, Llc
    Driggs, UT
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-07-21
S63 Uniform Securities Agent State Law Examination 1992-01-07
  • S65 Uniform Investment Adviser Law Examination
    2022-07-21
  • S63 Uniform Securities Agent State Law Examination
    1992-01-07
Other Names
  • Matt Ward

View on SEC IAPD

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Nearby Offices

WELLS FARGO CLEARING SERVICES, LLC · DRIGGS, ID
ENCORE 401K, LLC · DRIGGS, ID
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