Wells Fargo Advisors
39yrs
Top advisor by experience in Oakbrook
20yrs
Matt Estkowski
Financial advisor at Wells Fargo Advisors
Matt Estkowski has worked in the financial industry for 20 years and is a fiduciary financial advisor based in Oakbrook, Illinois. Matt has been with Wells Fargo Advisors since 2024; before that, Matt spent seven years at Morgan Stanley and less than a year at Morgan Stanley & Co.. Wells Fargo Advisors offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, flat fees, and commissions.
One of 36 advisors with offices in Oakbrook, and one of 33 fiduciaries.
At a glance
Experience20 years (since 2006)
How that compares ?More experience than 61% of advisors in Illinois
Office1515 W 22nd St Suite 550w, Oakbrook, IL 60523
How the firm is paid ?Percent of assets, Flat fee, Commissions
Typical client at the firm ?$514,335
Advisors at the firm4,146
States licensed ?1 state
Services through Wells Fargo Advisors
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2024 – nowWells Fargo Advisors Financial Network, LLCCurrent firm
- 2016 – 2024Wells Fargo Clearing Services, LLCPreviously
- 2009 – 2015Morgan StanleyPreviously
- Jan 2009 – Jun 2009Morgan Stanley & Co. LLCPreviously
- 2006 – 2008MerrillPreviously
Contact Matt
Local office(630) 574-7600Ask for Matt. (314) 875-3000Main office · St. Louis, MO 1515 W 22nd St Suite 550wOakbrook, IL 60523Office · Get directions Firm websiteHTTPS://WWW.WELLSFARGOADVISORS.COM/ONLINE-ACCESS/SIGNON.HTM
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Questions to ask Matt
Tailored to Matt’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Matt
How do I contact Matt?
Call Matt’s local office at (630) 574-7600 or the Wells Fargo Advisors main office at (314) 875-3000, and ask for Matt Estkowski.
How long has Matt been a financial advisor?
Matt has been in the industry since 2006, about 20 years. More experience than 61% of advisors in Illinois.
What licenses does Matt hold?
Series 66. Tap any license on this page to see what it allows.
Is Matt a fiduciary?
Matt is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Matt paid?
Wells Fargo Advisors reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Matt for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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