Matthew Wilkes, financial advisor Chicago IL
83 score

Matthew Wilkes

CRD Number: 5409004
Current Firm: United Advisors Services, LLC

Matthew Wilkes (CRD# 5409004) is an Investment Advisor Representative working at United Advisors Services, LLC in Chicago, IL and has over 10 years of experience in the finance industry.

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Company Name Location Dates Years
Producer Resources, Inc. Chicago, IL Jan 2016 - Current 2
Raymond James Financial Services, Inc. Chicago, IL Jul 2015 - Current 2
Raymond James Financial Services Advisors Inc. Chicago, IL Jul 2015 - Current 2
Wilkes Corrigan Wealth Advisors, LLC Chicago, IL Jul 2015 - Current 2
Matthew Wilkes Chicago, IL Sep 2013 - Current 4
Wilkes Corrigan Holdings, LLC Chicago, IL Jan 2016 - May 2017 1
Wells Fargo Advisors, LLC Chicago, IL Mar 2013 - Jul 2015 2
Pnc Investments Pittsburgh, PA Nov 2009 - Mar 2013 3
Natcity Investments, Inc. Cleveland, OH Mar 2009 - Nov 2009 < 1
National City Bank Chicago, IL Mar 2009 - Nov 2009 < 1
Jpmorgan Chase Chicago, IL Aug 2007 - Feb 2009 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 2007
S65 NASAA Investment Advisors Law Examination Aug 2010
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Customer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Matthew K. Wilkes
Phone Number: 212-444-2362
Registered State(s):
  • IL
  • TX
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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)
  • Other
Types of Clients
Registered States


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