Matthew Arndt, financial advisor Milwaukee WI

Matthew Arndt

CRD Number: 5290358
Current Firm: Gallatin Financial Advisors, LLC

Matthew Arndt (CRD# 5290358) is an Investment Advisor Representative working at Gallatin Financial Advisors, LLC in Milwaukee, WI and has over 17 years of experience in the finance industry. Matthew Arndt 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.

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Professional Designations
Company Name Location Dates Years
Gallatin Investments, LLC Milwaukee, WI Jul 2012 - Current 11
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2007
Contact Info for Matthew J. Arndt
Phone Number: 773-332-0499
Firm Website: https://www.gallafin.com
Registered State(s):
  • CA
  • IL
  • PA
  • WI
By the Numbers
  • Total Assets Under Management
    32
    MILLIONS
  • Total Number of Accounts
    175
    ACCOUNTS
  • Average Account Value
    $180,000
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States

CA, IL, PA, WI

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