Matthew Schwegman (CRD# 5967562) is an Investment Advisor Representative working at Composedpro, Inc. in San Antonio, TX and has over 12 years of experience in the finance industry. Matthew Schwegman has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 3266677
Boynton Financial LLC
CRD# 2511275
S.b. Value Partners, LP
CRD# 5324995
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Made In The Shade | San Antonio, TX | Oct 2023 - Current | < 1 |
| Composed Financial Management, Pllc | San Antonio, TX | Sep 2018 - Current | 5 |
| Composedpro, Inc. | San Antonio, TX | Sep 2018 - Current | 5 |
| Matt Schwegman, Cpa Pllc | San Antonio, TX | Jan 2015 - Current | 9 |
| Merlin1 | San Antonio, TX | Jan 2015 - Sep 2023 | 8 |
| Composed Financial Management, Pllc | San Antonio, TX | Sep 2014 - Aug 2018 | 3 |
| Landmark Aviation | Houston, TX | Dec 2008 - Aug 2014 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | May 2011 |
- TX
-
Total Assets Under Management26MILLIONS
-
Total Number of Accounts207ACCOUNTS
-
Average Account Value$123,800
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
TX
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