Matthew Oelschlager (CRD# 5912058) is an Investment Advisor Representative working at Allstate Financial Advisors, LLC in Los Alamitos, CA and has over 12 years of experience in the finance industry. Matthew Oelschlager 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# 1620034
Raymond James & Associates, Inc.
CRD# 6384003
Dorman Skorheim Wealth Management LLC
CRD# 2361078
Baker Jensen Investment Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Allstate Insurance Company | Anaheim, CA | May 2019 - Current | 4 |
| Ttf Apparel Corp | Seal Beach, CA | Jan 2009 - Sep 2023 | 14 |
| Equity Services, Inc. | Montpelier, VT | Jul 2018 - Apr 2019 | < 1 |
| National Life Group | Newport Beach, CA | May 2018 - Apr 2019 | < 1 |
| Wzwlh Wealth Advisors, LLC | Irvine, CA | Dec 2016 - Jul 2018 | 1 |
| Mml Investors Services LLC | Newport Beach, CA | Jul 2014 - Dec 2016 | 2 |
| Massmutual Life Insurance Company | Newport Beach, CA | Apr 2014 - Dec 2016 | 2 |
| Northwestern Mutual Investment Services, LLC | Newport Beach, CA | Jan 2014 - Jun 2014 | < 1 |
| Northwestern Mutual Life Insurance Company | Milwaukee, WI | Jun 2011 - Jun 2014 | 3 |
| Northwestern Mutual Investment Services, LLC | Newport Beach, CA | Jun 2011 - Jun 2014 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 2011 |
- CA
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Total Assets Under Management62MILLIONS
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Total Number of Accounts189ACCOUNTS
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Average Account Value$328,756
- Other
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, 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, WA, WI, WV, WY
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