Matthew Lemke (CRD# 4601002) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Crystal Lake, IL and has over 21 years of experience in the finance industry.
CRD# 5252940
Cetera Investment Advisers LLC
CRD# 1257255
Raymond James Financial Services Advisors, Inc.
CRD# 4316392
Spc
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Summit Wealth Strategies | Crystal Lake, IL | Oct 2011 - Current | 12 |
| Raymond James Financial Services Advisors, Inc. | Crystal Lake, IL | Jan 2009 - Current | 15 |
| N/a | Crystal Lake, IL | Oct 2008 - Current | 15 |
| Gmf Lemke Financial Inc. | Crystal Lake, IL | Sep 2007 - Current | 16 |
| Raymond James Financial Services | Crystal Lake, IL | Sep 2006 - Current | 17 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 2003 |
| S65 | NASAA Investment Advisors Law Examination | Dec 2006 |
- IL
- TX
- WI
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Total Assets Under Management275,430MILLIONS
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Total Number of Accounts985,117ACCOUNTS
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Average Account Value$279,591
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, 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, WY
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