AdFi
MW

Matthew W Stolle

Investment Adviser Representative at WELLTH ADVISORY SERVICES, LLC

Fishers, INCRD #2601202Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
30 yrs
States Registered
13 states
Exams Passed
4

Registrations & licenses

Registration type
Dual-registered
Registered in 13 states
ArizonaCaliforniaFloridaIllinoisIndianaKentuckyMichiganMissouriNevadaNew YorkTennesseeTexasVirginia
Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 12/17/1998
Series 63
Uniform Securities Agent State Law Examination
Passed 8/12/1996
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 12/4/1995

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Asset tierAnnual rate
$1,000,000 or Under2.00%
$1,000,001 to $2,000,0001.50%
Over $2,000,0011.00%
Source

Wellth Advisory Services, LLC Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

WELLTH ADVISORY SERVICES, LLCCurrent
6/28/2024Fishers, IN
GLOBAL RETIREMENT PARTNERS LLC
9/20/20237/10/2024Fishers, IN
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
9/27/20079/22/2023Indianapolis, IN
WACHOVIA SECURITIES, LLC
7/1/200310/4/2007Indianapolis, IN
PRUDENTIAL SECURITIES INCORPORATED
1/21/19997/1/2003Indianapolis, IN

Official records & sources

Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Other advisors at WELLTH ADVISORY SERVICES, LLC

Showing 12 of 74 in the directory

View WELLTH ADVISORY SERVICES, LLC firm profile
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 W Stolle 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.

Matthew W Stolle - Financial Advisor in Fishers, IN | AdvisorFinder