Matthew N Wallen
Investment Adviser Representative at Wealthcare Advisory Partners LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Matthew N. Wallen is an investment adviser representative with Wealthcare Advisory Partners LLC in Fort Mill, SC, where they have been registered since 2026. They have worked in the securities industry since 2011 and have been registered with 5 firms, including Mariner Independent and Mariner Platform Solutions. They have passed 4 industry qualification exams, including the Series 7 (general securities representative), Series 63 (state securities agent), and Series 6 (investment company and variable products). They are registered to provide investment advice in South Carolina and Texas.
Registrations & licenses
- Investment adviser:
- South Carolina, Texas
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Feehan Financial GroupJun 2007 – Jul 2020Binghamton, NY
- AdvicePeriod, LLCJul 2020 – Mar 2022Vestal, NY
- Mariner Platform SolutionsMar 2022 – Oct 2022Vestal, NY
- Mariner IndependentJan 2023 – Jun 2026Fort Mill, SC
- Wealthcare Advisory Partners LLCJun 2026 – no end date reportedFort Mill, SC
Official records & sources
Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Wealthcare Advisory Partners LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
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
Investment management, financial planning, insurance coverage, money management strategies, and ESG portfolios utilizing sustainability funds covering U.S. and international developed market equities.
Client types the firm serves
Firm assets under management
$5B–$25B
- Firm disclosures (Form ADV)
- Disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 171
- Offices listed on AdvisorFinder:
- 26
- Main office:
- West Chester, PA
- SEC file number:
- 801-80067
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of August 12, 2026
View full firm profileOther advisors at Wealthcare Advisory Partners LLC
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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 N Wallen 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.
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