Matthew David Kurz

Employer firm

Wells Fargo Clearing Services, LLC CRD 19616

$671B regulatory AUM 5,302 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

• 05/2009 → 11/2016
  Wells Fargo Advisors Llc
  Waynesboro, VA
• 11/2016 → Present
  Wells Fargo Clearing Services, Llc
  Waynesboro, VA

Previous Registrations

• 2001-09-07 → 2002-06-21
  Wachovia Securities, Inc.
  Harrisonburg, VA

Other Businesses

ROLLING HILLS PROPERTIES LLC, INVESTMENT RELATED, STAUNTON VA, 8 HOURS PER MONTH, 0 DURING MARKET, START 1/1993. RENTAL PROPERTY, INV RELATED, LYNCHBURG, VA, 100% OWNERSHIP, START 2/5/2016, .25 HOURS PER MONTH, ZERO DURING TRADING, COORDINATE WITH PROPERTY MANAGER. RENTAL PROPERTY, INV RELATED, LYNCHBURG, VA, 100% OWNERSHIP, START 2/24/2016, .25 HOURS PER MONTH, ZERO DURING TRADING, COORDINATE WITH PROPERTY MANAGER. CANDLELITE PROPERTIES LLC, INVESTEMENT RELATED, STAUNTON VA, 8 HOURS PER MONTH, 0 DURING MKT, START 1/1993. RENTAL PROPERTIES (2), INV RELATED, STUARTS DRAFT, VA, START 1/2005, OWNER, 2 HOURS PER MONTH/0 DURING TRADING, DUTIES: LANDLORD RENTAL PROPERTY, INV RELATED, LYNCHBURG, VA, 100% OWNERSHIP, START 12/3/2021, 5 HOURS PER MONTH, 1 HOUR DURING TRADING, HELD UNDER CANDLELITE PROPERTIES LLC. RENTAL PROPERTY, INV RELATED, LYNCHBURG, VA, 100% OWNERSHIP, START 11/30/2021, 5 HOURS PER MONTH, 1 HOUR DURING TRADING, HELD UNDER CANDLELITE PROPERTIES LLC. BLUE STONE RENTALS LLC; INV RELATED; WAYNESBORO, VA; RENTAL PROP;100% OWNERSHIP; START DATE: 06/06/2025; 1 HRS PER MONTH; 1 HRS DURING TRADING; | AOHS PROPERTIES LLC ; INV RELATED; WAYNESBORO, VA; RENTAL PROP;100% OWNERSHIP; START DATE: 06/06/2025; 1 HRS PER MONTH; 1 HRS DURING TRADING; |

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-07-02
• S63 Uniform Securities Agent State Law Examination
  1999-06-21