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Matthew Hopson

Advisor at Transamerica Financial Advisors

Updated today

Location

Westminister, CO 80234

Credentials

Series 63, Series 65

Industry experience

14 years

About

Matthew Hopson is a financial advisor with Transamerica Financial Advisors who holds Series 63 and Series 65 licenses and has 13 years of industry experience. His prior work includes roles at FedEx, Denver Public Schools, and Aramark, among others. Outside of advising, he has worked as a driver for Uber since 2017. Transamerica Financial Advisors, LLC provides investment advisory, brokerage, and retirement-plan services to a diverse client base, including individuals, employer-sponsored plans, trusts, estates, and businesses. The firm utilizes a model portfolio approach with third-party managers and offers multiple program platforms such as Transamerica ONE and the TFA365 Advisory Program.

Client services

Based on Transamerica Financial Advisors

Portfolio management Selection of other advisers

Expertise

Based on Transamerica Financial Advisors

ESG / Sustainable investing Concentrated stock management Wealth management

Occupation focus

Based on Transamerica Financial Advisors

Founder/Business Owner

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Fee options

Percentage

$0 - $10,000: 0.65% (Transamerica ALPHA Standard Service Model) $10,001+: 0.95% (Transamerica ALPHA Premier Service Model applies 0.95% on assets above $10,000, 0.65% on assets $10,000 and below)

Commissions

Commission-based compensation for fixed insurance products through affiliated insurance agency and broker-dealer activities

Other

Minimum fee: For TFA365 Advisory Program accounts below minimum, a minimum annual account fee applies, e.g., $150 minimum annual fee (approximately $12.50 per month) Fee-only: Advisory fees charged as a percentage of assets under management in advisory programs; no commissions for advisory services

Location

1333 W. 120th Ave., Suite 101

Westminister, CO 80234

Most active in

Colorado

Work history

Home Rental

2024 - Present (2 years)

FedEx

2020 - 2022 (2 years)

Denver Public Schools

2019 - 2020 (1 year)

Air BNB

2018 - 2020 (2 years)

Uber

2017 - Present (9 years)

Aramark

2014 - 2016 (2 years)

Transamerica Financial Advisors, Inc

2012 - Present (14 years)

World Financial Group, Inc.

2011 - Present (15 years)

Brighton Ski Area

2011 - 2020 (9 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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College savings (529s, UTMA, etc.) Executive Founder/Business Owner Consultant Technology Professional Mid-Career Professionals Approaching retirement Dual Income Family
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