AdFi
MA

Matthew Akers

Investment Adviser Representative at PNC Wealth Management

Noblesville, INCRD #5614982Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
17 yrs
Exams Passed
3

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Matthew Akers is an investment adviser representative with PNC Wealth Management in Noblesville, IN, where they have been registered since 2026. They have worked in the securities industry since 2009 and have been registered with 6 firms, including Schwab Wealth Advisory, Inc. and CUNA Brokerage Services, Inc. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in Indiana.

Registrations & licenses

Registration type
Dual-registered
As of August 14, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Indiana
Broker:
4 states and territories

Florida, Indiana, Michigan, Pennsylvania

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 2/27/2009
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 1/5/2009

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

PNC Wealth ManagementCurrent
3/4/2026 – Noblesville, IN
Schwab Wealth Advisory, Inc.
6/28/2021 – 1/28/2026Indianapolis, IN
CUNA Brokerage Services, Inc.
5/19/2020 – 4/29/2021Gurnee, IL
LPL Financial LLC
5/16/2018 – 5/7/2020Mitchell, IN
CUNA Brokerage Services, Inc.
1/5/2015 – 5/10/2018Bloomington, IN
PNC Investments
6/28/2011 – 12/16/2014St. Carmel, IN
Edward Jones
3/2/2009 – 1/14/2011Carmel, IN

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. CUNA Mutual Group
    Dec 2014 – May 2018Waverly, IA
  2. CUNA Brokerage Services, Inc.
    Dec 2014 – May 2018Waverly, IA
  3. LPL Financial LLC
    May 2018 – May 2020Bloomfield, IN
  4. Mutual Bank
    May 2018 – May 2020Bloomfield, IN
  5. CUNA Mutual Group
    May 2020 – Apr 2021Waverly, IA
  6. CUNA Brokerage Services Inc.
    May 2020 – Apr 2021Waverly, IA
  7. Charles Schwab & Co., Inc.
    May 2021 – Jan 2026Indianapolis, IN
  8. Schwab Wealth Advisory, Inc.
    May 2021 – Jan 2026Indianapolis, IN
  9. Golden Reserve Retirement, LLC
    Jan 2026 – Feb 2026Fishers, IN
  10. PNC Wealth Management
    Mar 2026 – no end date reportedNoblesville, IN

Official records & sources

Data as of June 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About PNC Wealth Management

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Portfolio Management for Individuals and Small BusinessesPortfolio Management for Businesses and InstitutionsSelection of Other Advisers

Client types the firm serves

IndividualsHigh Net WorthPension/Profit SharingCharitable OrganizationsCorporationsOther

Firm assets under management

$25B+

Firm disclosures (Form ADV)
Disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
1,136
Offices listed on AdvisorFinder:
26
Main office:
Pittsburgh, PA
SEC file number:
801-66195

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of September 14, 2026

View full firm profile

Other advisors at PNC Wealth Management

Showing 12 of 1,136 in the directory

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Matthew Akers has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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Matthew Akers (PNC Wealth Management) - Fees & Credentials