Matthew Schaap (CRD# 7553414) is an Investment Advisor Representative working at Ofm Wealth in Orland Park, IL and has 1 year of experience in the finance industry. Matthew Schaap has taken additional exams to become a Certified Financial Planner (CFP®).
CRD# 2216510
Sequoia Wealth Management, LLC
CRD# 6067744
Goldstone Financial Group, LLC
CRD# 5648094
Highpoint Planning Partners
Company Name | Location | Dates | Years |
---|---|---|---|
Ofm Wealth | Orland Park, IL | Dec 2022 - Current | 1 |
University Of Illinois | Urbana, IL | Feb 2022 - Current | 2 |
Heritage Planning Partners | Chicago, IL | May 2022 - Dec 2022 | < 1 |
Busey Wealth Management | Urbana, IL | Dec 2017 - Jan 2022 | 4 |
Hoffman Estates Park District | Hoffman Estates, IL | May 2017 - Sep 2017 | < 1 |
Ketone Partners | Arlington Heights, IL | Jun 2016 - Mar 2017 | < 1 |
Ogrizovich Financial Management | Orland Park, IL | Feb 2014 - Jun 2016 | 2 |
Trinity Christian College | Palos Heights, IL | Sep 2012 - Jun 2016 | 3 |
- IL
- TX
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Total Assets Under Management291MILLIONS
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Total Number of Accounts919ACCOUNTS
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Average Account Value$316,882
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AZ, FL, IL, IN, TX
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