Matthew Kline (CRD# 1968700) is an Investment Advisor Representative working at Kline Capital Management LLC in Northfield, IL and has over 28 years of experience in the finance industry.
CRD# 2216510
Sequoia Wealth Management, LLC
CRD# 6067744
Goldstone Financial Group, LLC
CRD# 5648094
Highpoint Planning Partners
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Sunstreet Securities, LLC | Laveen, AZ | Mar 2008 - Current | 16 |
| Kline Capital Management LLC | Bubank, IL | Jun 1999 - Current | 24 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 1996 |
| S65 | NASAA Investment Advisors Law Examination | Apr 1996 |
- IL
-
Total Assets Under Management24MILLIONS
-
Total Number of Accounts90ACCOUNTS
-
Average Account Value$263,138
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Publication of periodicals or newsletters
- Educational seminars/workshops
IL
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