Gwendolyn StreitmatterCRD Number: 6018732
Current Firm: Nfp Advisor Services, LLC
Gwendolyn Streitmatter (CRD# 6018732) is an Investment Advisor Representative working at Nfp Advisor Services, LLC in Naperville, IL and has over 3 years of experience in the finance industry.
Forum Financial Management, LP
Nfp Advisor Services, LLC
|Kestra Financial Services, Inc.||Austin, TX||Apr 2016 - Current||1|
|Robert W. Baird & Company||Chicago, IL||Dec 2011 - Current||5|
|Nfp Advisors||Naperville, IL||Mar 2015 - Apr 2016||1|
|John's Place||Chicago, IL||Jun 2011 - Apr 2013||1|
|Safari Daycare||Highland Park, IL||Sep 2011 - Dec 2011||< 1|
|Chicago Public Schools||Chicago, IL||Sep 2009 - Jun 2011||1|
|Cooper's Hawk||Burr Ridge, IL||Jun 2010 - Sep 2010||< 1|
|V3 Companies Wetlands Projects||Woodridge, IL||Jun 2007 - Sep 2009||2|
|Biaggi's Ristorante Italiano||Deer Park, IL||Jun 2004 - Jun 2007||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Dec 2013|
Total Assets Under Management12,254MILLIONS
Total Number of Accounts54,412ACCOUNTS
Average Account Value$225,208
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
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, VI, VT, WA, WI, WV
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