Broker Check
Matthew Bose

Matthew Bose

Financial Advisor

Matthew is a Financial Advisor with Waddell & Reed. Matthew graduated from the University of Indianapolis in Economics & Finance. Matt also received a baseball scholarship and enjoys sporting activities throughout Indianapolis. In addition, Matthew enjoys spending time with his wife Chantelle and their two childern, Hugh & Hazel.

He currently holds his series 7 and 66 securities licenses as well as his Indiana life & health insurance licenses. With over 10 years in the industry, Matt can help you analyze your personal information, consider potential outcomes and make informed decisions about your financial plan. With access to our sophisticated financial planning software, he can provide an enhanced experience and deliver a plan that manages your data and adapts to your needs.

Please contact Matt for more information on how he can help you pursue your financial goals.

Waddell & Reed offers financial planning services in its capacity as a Registered Investment Adviser. For more information request a copy of the Waddell & Reed, Inc. Financial Planning Advisory Services Brochure for a complete discussion of these services and the fees associated with them.

Waddell & Reed is not affiliated with any other entities referenced herein.  07/18