Kyle Matkaitis (CRD# 5680849) is an Investment Advisor Representative working at Whisper Wealth Builders in Oak Lawn, IL and has over 14 years of experience in the finance industry. Kyle Matkaitis 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# 2216510
Sequoia Wealth Management, LLC
CRD# 6067744
Goldstone Financial Group, LLC
CRD# 4846117
Hightower Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Whisper Wealth Builders, LLC | Oak Lawn, IL | Aug 2020 - Current | 3 |
| Sns Financial Group, LLC | Oak Lawn, IL | Apr 2017 - Jul 2020 | 3 |
| Lpl Financial, LLC | Highland, IN | Dec 2016 - Apr 2017 | < 1 |
| Fidelity Brokerage Services LLC | Oak Brook, IL | Dec 2010 - Dec 2016 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Sep 2009 |
- IL
- TX
-
Total Assets Under Management5MILLIONS
-
Total Number of Accounts22ACCOUNTS
-
Average Account Value$242,173
- A percentage of assets under your management
- 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
- Selection of other advisers (including private fund managers)
IL, TX
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