Matthew Wynalda (CRD# 4391331) is an Investment Advisor Representative working at Asset Allocation Strategies, LLC in Farmington, MI and has over 22 years of experience in the finance industry.
CRD# 4661126
Lpl Financial LLC
CRD# 4511557
Savant Wealth Management
CRD# 4713729
Bernard Wealth Management Corp.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Asset Allocation Strategies, LLC | Grand Rapids, MI | Jan 2016 - Current | 8 |
| Glp Investment Services, LLC | Grand Rapids, MI | Jun 2002 - Current | 21 |
| Glp & Associates, Inc. | Grand Rapids, MI | Jun 2002 - Current | 21 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 2001 |
| S65 | NASAA Investment Advisors Law Examination | Jul 2014 |
- MI
-
Total Assets Under Management627MILLIONS
-
Total Number of Accounts3,756ACCOUNTS
-
Average Account Value$166,864
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AL, AR, CA, CO, FL, GA, ID, IL, IN, LA, MA, MI, MT, NC, NE, OH, OK, SC, TX, VA, WA, WI
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