Deborah Matz (CRD# 2998188) is an Investment Advisor Representative working at Design Life's Journey, LLC in Appleton, WI and has over 10 years of experience in the finance industry.
CRD# 3078445
Mcglone Suttner Wealth Management, Inc.
CRD# 4323474
Lpl Financial LLC
CRD# 1487537
Northwestern Mutual Investment Services,llc
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Design Life's Journey, Llc Formerly Dlj Tax Services, LLC | Dawsonville, GA | Feb 2019 - Current | 5 |
| Dlj Wealth Services LLC | Dawsonville, GA | Feb 2019 - Dec 2021 | 2 |
| Choice Advisors | Brookfield, WI | Nov 2016 - Jan 2019 | 2 |
| Focused Tax Soltuions | Brookfield, WI | Nov 2016 - Jan 2019 | 2 |
| Securities Service Network (ssn) | Brookfield, WI | Nov 2016 - Jan 2019 | 2 |
| Unemployed | Appleton, WI | Sep 2016 - Nov 2016 | < 1 |
| The Advisory Group | Appleton, WI | Apr 2016 - Sep 2016 | < 1 |
| Equity Design Group/ Sage Financial | Appleton, WI | Jul 2014 - Jan 2016 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Dec 2013 |
- GA
- WI
-
Total Assets Under Management2MILLIONS
-
Total Number of Accounts14ACCOUNTS
-
Average Account Value$161,429
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
GA, WI
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