Matthew Barnard, financial advisor Chicago IL

Matthew Barnard

CRD Number: 6160900
Current Firm: Sullivan Mermel, Inc.

Matthew Barnard (CRD# 6160900) is an Investment Advisor Representative working at Sullivan Mermel, Inc. in Chicago, IL and has over 8 years of experience in the finance industry. Matthew Barnard has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

Similar Advisors
Randy Kurtz, financial advisor Chicago IL
Randy D. Kurtz
CRD# 4579297
Upper Left Wealth Management, LLC
Similar Advisors
Charles Melka, financial advisor Chicago IL
Charles P. Melka
CRD# 2216510
Sequoia Wealth Management, LLC
Similar Advisors
Gregory Aagaard, financial advisor Chicago IL
Gregory S. Aagaard
CRD# 4993109
Securities America Advisors, Inc.
Professional Designations
Company Name Location Dates Years
Shankervalleau Wealth Advisors, Inc. Skokie, IL Nov 2017 - May 2020 2
Country Financial Bloomington, IL Mar 2015 - Nov 2017 2
Fidelity Investments Westlake, TX Jan 2013 - Mar 2015 2
Texas Tech University Lubbock, TX Aug 2012 - Dec 2012 < 1
Capital Advisory Group Dallas, TX Jun 2012 - Aug 2012 < 1
Texas Tech University Lubbock, TX Aug 2011 - Jun 2012 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 2013
S66 NASAA Uniform Combined State Law Examination Feb 2014
Contact Info for Matthew J. Barnard
Phone Number: 773-404-9344
Registered State(s):
  • IL
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
Types of Clients
Registered States

IL

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.