Profil
Mr. Matthew B.
Brock is a Managing Partner & Lead Advisor at Divergent Planning LLC.
He has spent his entire career helping people navigate the changes in their life through comprehensive financial planning.
As Managing Partner, he creates the firm’s vision, implements the processes to reach that vision, and ensures the firm remains in compliance with federal and state regulations.
Mr. Brock was previously employed as an Advanced Financial Advisor by Ameriprise Financial Services, Inc.
He received his Bachelor of Science in Math and Economics from Hampden-Sydney College.
He is a Certified Financial Planner.
Aktive Positionen von Matt Brock
| Unternehmen | Position | Beginn |
|---|---|---|
Divergent Planning LLC
 Divergent Planning LLC Investment ManagersFinance Divergent Planning LLC is an independent, SEC-registered investment advisor headquartered in Bethesda, Maryland. The firm was founded by Matt Brock in 2017. They provide asset management and investment consulting services to individuals, high net-worth individuals, trusts, estates, and/or charitable organizations. | Gründer | 01.01.2017 |
Ehemalige bekannte Positionen von Matt Brock
| Unternehmen | Position | Ende |
|---|---|---|
Ameriprise Financial Services LLC
 Ameriprise Financial Services LLC Investment Banks/BrokersFinance Ameriprise Financial Services LLC (AFS) is a registered broker-dealer headquartered in Minneapolis, Minnesota. The firm was founded in 1971 and is a subsidiary of AMPF Holding Corp., which is owned by Ameriprise Financial, Inc. (NYSE: AMP). AFS offers brokerage services that enable clients to invest in many different types of investments including mutual funds, stocks, bonds, exchange traded products, unit investment trusts, annuities and alternative investments. | Corporate Officer/Principal | 01.05.2010 |
Ausbildung von Matt Brock
| Hampden-Sydney College | Undergraduate Degree |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 2 |
|---|---|
Ameriprise Financial Services LLC
Ameriprise Financial Services LLC Investment Banks/BrokersFinance Ameriprise Financial Services LLC (AFS) is a registered broker-dealer headquartered in Minneapolis, Minnesota. The firm was founded in 1971 and is a subsidiary of AMPF Holding Corp., which is owned by Ameriprise Financial, Inc. (NYSE: AMP). AFS offers brokerage services that enable clients to invest in many different types of investments including mutual funds, stocks, bonds, exchange traded products, unit investment trusts, annuities and alternative investments. | Finance |
Divergent Planning LLC
Divergent Planning LLC Investment ManagersFinance Divergent Planning LLC is an independent, SEC-registered investment advisor headquartered in Bethesda, Maryland. The firm was founded by Matt Brock in 2017. They provide asset management and investment consulting services to individuals, high net-worth individuals, trusts, estates, and/or charitable organizations. | Finance |
