Matthew Brocker Email & Phone Number
Wealth Manager @ Legacy Wealth, LLC
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Matthew Brocker Location
- Saint Paul, MN, US
Matthew Brocker Work
- 2014 -now Wealth Manager @
- 2014 -2014 Tax Preparer @
- 2013 -2013 Intern @
- 2012 -2012 Intern @
Matthew Brocker Education
- The American College
Master’s Degree (Financial Advisory, Philanthropic Strategies, Estate Planning, Security Analysis)
2016-2022 - Bethel University
Bachelor's Degree (Business: Finance & Accounting)
2010-2014 - New Life Academy 1998-2010
Matthew Brocker Skills
- Leadership
- Customer Service
- Microsoft Office
- Teamwork
- Investment Advisory
- Strategic Financial Planning
- Public Speaking
- Retirement Planning
- Life Insurance
- Investment Portfolios
- Personal Finance
- College Education Planning
- Networking
- Time Management
- Microsoft Excel
- Outlook
- PowerPoint
- Microsoft Word
- Retail
- Cashiering
- Social Media
- Event Planning
- Financial Planning
- Finance
- Hostile Environments
- Art
- Accounting
- Efficient
- Sporting Goods
- Autism
- Communication
- Marketplace
- Smartoffice
- Christian Ministry
- Computer Program
- Wal Mart
- Rate
- Training
- Wealth
- Project Planning
- Engagement
- Presentations
- Leadership Experience
Matthew Brocker Summary
- Matthew Brocker, based in Saint Paul, MN, US, is currently a Wealth Manager at Legacy Wealth, LLC. Matthew Brocker brings experience from previous roles at AccountAbility Minnesota, Legacy Wealth, LLC and OPIN Systems. Matthew Brocker holds a 2016 - 2022 Master’s Degree in Financial Advisory, Philanthropic Strategies, Estate Planning, Security Analysis @ The American College. With a robust skill set that includes Leadership, Customer Service, Microsoft Office, Teamwork, Investment Advisory and more. Matthew Brocker has 3 emails and 1 mobile phone numbers on RocketReach.
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Top Legacy Wealth, LLC Employees
Michael Brocker
Owner
Saint Paul, MN, US
Jessica Eveland
Financial Planning Specialist
Saint Paul, MN, US
John Brocker
Chief Information Officer
Saint Paul, MN, US
Matthew Brocker
Wealth Manager
Saint Paul, MN, US
Emily Kaufer
Client Relationship and Office Manager
Saint Paul, MN, US
Amanda Brocker
Financial Planning and Human Resources
Saint Paul, MN, US
John Horner
Financial Planning and Tax Strategist
Saint Paul, MN, US
Ben Brocker
Investment Strategist
Saint Paul, MN, US
Brett Skrede
Executive Assistant and Client Representative
Saint Paul, MN, US
Lauren Richards
Client Services Representative and Executive Assistant
Saint Paul, MN, US
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