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RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)14 years in industry

MATTHEW FIELD BADER

Advisor at CAPTRUST

Brentwood, TN

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Search this name across graphsid dfx:ria:e375e4a1-e10d-a8d4-cbdf-6f49fdbe5dad

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 4:17 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Oct 14, 2011 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: CAPTRUST
Current firm class: institutional managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Oct 6, 2011earliest registration or exam on IAPD
Years in industry: 14derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S63|S65
First exam: Oct 6, 2011
First registration: Oct 14, 2011
Dual registered: yes, broker-dealer
Other names: Matt Field Bader
IAPD individual key: 5708919

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
Captrust	Institutional manager	Dec 21, 2022	n/a	yes	Brentwood, TN	Current employment
TRUSTCORE FINANCIAL SERVICES, LLC	Former SEC adviser	Dec 2, 2013	Mar 20, 2023	no	BRENTWOOD, TN	Previous registration
ENVISION WEALTH PLANNING	Former SEC adviser	Aug 3, 2012	Nov 22, 2013	no	FRANKLIN, TN	Previous registration
SNOW CREEK WEALTH MANAGEMENT	Former SEC adviser	Oct 14, 2011	Jul 10, 2012	no	NASHVILLE, TN	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
TRUSTCORE FINANCIAL SERVICES, LLC	Captrust	Mar 20, 2023	Dec 21, 2022	-89	Bulk transfer	Other
ENVISION WEALTH PLANNING	TRUSTCORE FINANCIAL SERVICES, LLC	Nov 22, 2013	Dec 2, 2013	10	Firm change	Other
SNOW CREEK WEALTH MANAGEMENT	ENVISION WEALTH PLANNING	Jul 10, 2012	Aug 3, 2012	24	Firm change	Other

Relationships

Registered with (4)

→ CAPTRUSTRegistered adviserregistration: current employment
Dec 21, 2022 to presentfactForm ADV
→ TRUSTCORE FINANCIAL SERVICES, LLCRegistered adviserregistration: previous registration
Dec 2, 2013 to Mar 20, 2023factForm ADV
→ ENVISION WEALTH PLANNINGRegistered adviserregistration: previous registration
Aug 3, 2012 to Nov 22, 2013factForm ADV
→ SNOW CREEK WEALTH MANAGEMENTRegistered adviserregistration: previous registration
Oct 14, 2011 to Jul 10, 2012factForm ADV

Dated events

No dated event names this entity yet.