John Matthews, financial advisor Elm Grove WI

John Matthews

CRD Number: 4198140
Current Firm: Wintrust Investments

John Matthews (CRD# 4198140) is an Investment Advisor Representative working at Wintrust Investments in Elm Grove, WI and has over 8 years of experience in the finance industry.

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Robert W. Baird & Company Incorporated
Company Name Location Dates Years
Wintrust Investments LLC Chicago, IL Jan 2020 - Current 4
Pnc Investments Pittsburgh, PA Aug 2017 - Jan 2020 2
Cl Wealth Management LLC New York, NY Jan 2016 - Aug 2017 1
Cabot Lodge Securities LLC New York, NY Jul 2015 - Aug 2017 2
Gulf South Securities, Inc. Gig Harbor, WA Sep 2013 - Jun 2015 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jan 2016
Contact Info for John S. Matthews
Phone Number: 312-431-1700
Firm Website: http://www.whummer.com
Registered State(s):
  • WI
By the Numbers
  • Total Assets Under Management
    13,553
    MILLIONS
  • Total Number of Accounts
    10,787
    ACCOUNTS
  • Average Account Value
    $1,256,412
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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