Matthew OmalleyCRD Number: 5983594
Current Firm: Charles Schwab & Company, Inc.
Matthew Omalley (CRD# 5983594) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Chicago, IL and has over 2 years of experience in the finance industry.
Waddell & Reed
Forum Financial Management, LP
|Charles Schwab Bank||Chicago, IL||Mar 2015 - Current||1|
|Charles Schwab & Company, Inc.||Chicago, IL||Aug 2013 - Current||3|
|1st Signature Lending LLC||Noblesville, IN||Apr 2013 - Jul 2013||< 1|
|Total Quality Logistics||Indianapolis, IN||Oct 2012 - Apr 2013||< 1|
|American Equity Mortgage, Inc.||Indianapolis, IN||Dec 2011 - Oct 2012||< 1|
|Northwestern Mutual Financial Network||Bloomington, IN||Aug 2011 - Dec 2011||< 1|
|Indiana University||Bloomington, IN||May 2007 - Dec 2011||4|
|Big Reg Liquors||Bloomington, IN||May 2011 - Jul 2011||< 1|
|Indiana Office Of Community And Rural Affairs||Indianapolis, IN||May 2010 - Aug 2010||< 1|
|Sterling Cleaners||Indianapolis, IN||May 2009 - Aug 2009||< 1|
|Msd Of Pike Township||Indianapolis, IN||May 2008 - Aug 2009||1|
|United Parcel Service||Indianapolis, IN||May 2008 - Aug 2008||< 1|
|Msd Of Pike Township||Indianapolis, IN||May 2007 - Aug 2007||< 1|
|Sahm Aquatic Center||Indianapolis, IN||May 2007 - Aug 2007||< 1|
|Cathedral High School||Indianapolis, IN||Jan 2005 - May 2007||2|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Dec 2013|
|S66||NASAA Uniform Combined State Law Examination||Jan 2015|
Total Assets Under Management0MILLIONS
Total Number of Accounts0ACCOUNTS
Average Account Value$0
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Selection of other advisers (including private fund managers)
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV
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.