Matthew Smith (CRD# 2399310) is an Investment Advisor Representative working at Avantax Advisory Services in Holland, OH and has over 29 years of experience in the finance industry.
CRD# 4537321
Bollin Wealth Management, LLC
CRD# 3016364
Edward Jones
CRD# 6107473
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Avantax Advisory Services | Holland, OH | Jul 2020 - Current | 3 |
| Avanatx Insurance Agency, LLC | Holland, OH | Jul 2020 - Current | 3 |
| Avantax Investment Services, Inc. | Holland, OH | Jul 2020 - Current | 3 |
| S&s Restaurants, LLC | Sylvania, OH | Aug 2011 - Current | 12 |
| Idp Ii, LLC | Holland, OH | Jul 2007 - Current | 16 |
| Midland National Life General Agency | Holland, OH | Jan 1997 - Current | 27 |
| Spc | Ann Arbor, MI | Feb 2003 - Jul 2020 | 17 |
| Parkland Securities | Ann Arbor, MI | Feb 2002 - Jul 2020 | 18 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 1995 |
| S65 | NASAA Investment Advisors Law Examination | Oct 2010 |
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, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- OH
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Total Assets Under Management41,696MILLIONS
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Total Number of Accounts131,534ACCOUNTS
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Average Account Value$316,996
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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
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