Matthew Akers, financial advisor Indianapolis IN

Matthew Akers

CRD 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.

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Company Name Location Dates Years
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
Contact Info for Matthew R. Akers
Phone Number: 415-667-7000
Firm Website: https://www.schwab.com
Registered State(s):
  • IN
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
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, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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