Matthew AkersCRD Number: 5614982
Current Firm: Schwab Private Client Investment Advisory, Inc.
Matthew Akers (CRD# 5614982) is an Investment Advisor Representative working at Schwab Private Client Investment Advisory, Inc. in Indianapolis, IN and has over 12 years of experience in the finance industry.
Canterbury Investment Management, LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Sanctuary Advisors, LLC
|Charles Schwab & Company, Inc.||Indianapolis, IN||May 2021 - Current||< 1|
|Schwab Private Client Investment Advisory, Inc.||Indianapolis, IN||May 2021 - Current||< 1|
|Cuna Mutual Group||Waverly, IA||May 2020 - Apr 2021||< 1|
|Cuna Brokerage Services Inc.||Waverly, IA||May 2020 - Apr 2021||< 1|
|Lpl Financial LLC||Bloomfield, IN||May 2018 - May 2020||2|
|Mutual Bank||Bloomfield, IN||May 2018 - May 2020||2|
|Cuna Mutual Group||Waverly, IA||Dec 2014 - May 2018||3|
|Cuna Brokerage Services, Inc.||Waverly, IA||Dec 2014 - May 2018||3|
|Pnc Bank, N.a.||Indianapolis, IN||Oct 2012 - Dec 2014||2|
|Pnc Investments||Indianapolis, IN||Oct 2012 - Dec 2014||2|
|Pnc Investments||Indianapolis, IN||Mar 2012 - Oct 2012||< 1|
|Pnc Investments LLC||Anderson, IN||Jun 2011 - Mar 2012||< 1|
|Pnc Bank, N.a.||Anderson, IN||Jun 2011 - Mar 2012||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Feb 2009|
Total Assets Under Management0MILLIONS
Total Number of Accounts0ACCOUNTS
Average Account Value$0
- Financial planning services
- Portfolio management for individuals and/or small businesses
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, VT, WA, WI, WV, WY
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