Advisor at Wells Fargo Clearing
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Clarion, PA 16214
Credentials
CFP®, Series 63, Series 66
Industry experience
26 years
Matthew Wagle is a CFP® with 26 years of industry experience, currently serving at Wells Fargo Clearing since 2016. He previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he serves on the finance committee for Bridge Builders Community Foundations and acts as power of attorney for his mother. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, delivering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.
Based on Wells Fargo Clearing
One-time service fees payable immediately after service; ongoing fees paid quarterly
$0 - $1,000,000: 0.1% to 1.0% annually $1,000,000 - $5,000,000: 0.1% to 0.7% annually $5,000,000 - $10,000,000: 0.1% to 0.5% annually $10,000,000 - $25,000,000: 0.01% to 0.25% annually
Brokerage transactions generate commissions; Financial Advisors receive a percentage of revenue from commissions
Minimum fee: Minimum fees range from $500 to $5,000 depending on plan size Fee-only: Flat annual fees and percentage of assets fees available; fees are negotiable
853 E Main St
Clarion, PA 16214
Pennsylvania · Texas
Wells Fargo Clearing
2016 - Present (10 years)
Wells Fargo Advisors Llc
2009 - 2016 (7 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Series 66
Clarion, PA
Janney Montgomery Scott
Kyle Cathcart is a financial advisor at Janney Montgomery Scott with seven years of industry experience. He holds a Series 66 designation and previously worked in adult probation before joining Janney. Outside of his advisory role, he serves as an assistant coach for middle school athletes and is a board member involved in fundraising and marketing for the Clarion Area School District. Janney Montgomery Scott is an SEC-registered investment adviser and broker-dealer managing approximately $100.8 billion in client assets. The firm serves individuals, high-net-worth clients, corporations, charities, and institutions through a multi-channel investment platform that includes third-party manager strategies, model-based solutions, and in-house portfolio management.
CFP®, Series 66
Clarion, PA
Janney Montgomery Scott
Avari Schmader is a CFP® and holds a Series 66 license, currently serving as a financial advisor at Janney Montgomery Scott with two years of industry experience. Prior to joining Janney, Schmader worked at Clarion University of Pennsylvania and North Clarion Jr./Sr. High School. Schmader is a member of the Clarion Rotary Club. Janney Montgomery Scott LLC manages approximately $100.8 billion in client assets and supports over 1,200 advisors and more than 235,000 clients. The firm offers a broad range of services including portfolio management, financial planning, and retirement plan advisory for individuals, corporations, charities, and institutional accounts, utilizing a multi-channel investment platform and integrated portfolio management solutions.
Series 63, Series 66
Clarion, PA
Janney Montgomery Scott
Matthew Lerch is a financial advisor with Janney Montgomery Scott in Clarion, PA, holding Series 63 and Series 66 licenses and bringing 35 years of industry experience. He has been with Janney Montgomery Scott since 2005. Outside of his advisory role, Lerch serves on several local boards, including the Clarion Rotary Board, the Clarion County Economic Development Corporation, and the Clarion Blueprint Community. Janney Montgomery Scott LLC is an SEC-registered investment adviser and broker-dealer managing approximately $100.8 billion in client assets. The firm supports over 1,200 advisors and offers a wide range of services, including portfolio management, financial planning, retirement plan consulting, and traditional brokerage for individuals, high-net-worth clients, corporations, charities, and institutions.
Series 66
Clarion, PA
Janney Montgomery Scott
Casey O'Toole is a financial advisor at Janney Montgomery Scott with a Series 66 designation and experience in the financial industry beginning in 2025. Prior to joining Janney, Casey worked at Clarion County Community Bank for eight years and Northwest Bank for eleven years. He serves on several local boards focused on housing and community redevelopment in Clarion County, including the Clarion County Housing Authority, the Clarion County Redevelopment Authority, and the Clarion County Housing Development Corporation, and volunteers regularly with the Clarion Rotary and Edenburg Masonic Lodge. Janney Montgomery Scott is an SEC-registered investment adviser and broker-dealer managing approximately $100.8 billion in client assets. The firm offers a wide range of services to individuals, high-net-worth clients, corporations, charities, and institutions, utilizing multiple investment platforms including in-house portfolio management through Janney Capital Management.
CFP®, Series 66
Clarion, PA
Janney Montgomery Scott
Patricia Doverspike is a CFP® and holds a Series 66 license, with six years of experience in the financial services industry. She has been with Janney Montgomery Scott since 2019, following a long tenure at Corporate Risk Holdings, LLC. Janney Montgomery Scott LLC is an SEC-registered investment adviser and broker-dealer managing approximately $100.8 billion in client assets. The firm offers a comprehensive range of services including portfolio management, financial planning, retirement plan consulting, and brokerage for individuals, corporations, charities, and institutional clients.
Series 66
Clarion, PA
Janney Montgomery Scott
Jennifer Williams is a financial advisor at Janney Montgomery Scott with 16 years of industry experience. She holds the Series 66 designation and has been with Janney Montgomery Scott since 2006. Janney Montgomery Scott LLC is an SEC-registered investment adviser and dual-registered broker-dealer managing approximately $100.8 billion in client assets. The firm serves individuals, high-net-worth clients, corporations, charities, and institutional accounts through a multi-channel investment platform that includes third-party manager strategies, model-based solutions, and in-house portfolio management.
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