Matthew McKiernan (CRD# 7006128) is an Investment Advisor Representative working at Landolt Securities, Inc. in Lake Bluff, IL and has over 5 years of experience in the finance industry.
CRD# 5252940
Cetera Investment Advisers LLC
CRD# 1257255
Raymond James Financial Services Advisors, Inc.
CRD# 2424715
Mesirow Financial Investment Management, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Landolt Securities Inc. | Antioch, IL | Jun 2018 - Current | 5 |
| Miami University | Oxford, OH | Sep 2017 - May 2018 | < 1 |
| Aparium Hotel Group | Chicago, IL | Jun 2017 - Aug 2017 | < 1 |
| Miami University | Oxford, OH | Sep 2016 - May 2017 | < 1 |
| Grubbable | Chicago, IL | Jun 2016 - Aug 2016 | < 1 |
| Miami University | Oxford, OH | Sep 2015 - May 2016 | < 1 |
| City Of Lake Forest | Lake Forest, IL | Jun 2015 - Aug 2015 | < 1 |
| Miami University | Oxford, OH | Sep 2014 - May 2015 | < 1 |
| City Of Lake Forest | Lake Forest, IL | Jun 2014 - Aug 2014 | < 1 |
| Lake Forest High School | Lake Forest, IL | Sep 2013 - May 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Mar 2019 |
- IL
- TX
-
Total Assets Under Management96MILLIONS
-
Total Number of Accounts136ACCOUNTS
-
Average Account Value$708,532
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
IL, IN, NC, OH, TX, WI, WY
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.