Matthew Schultz (CRD# 4594279) is an Investment Advisor Representative working at 83rd St. Wealth Management, LLC in South Barrington, IL and has over 20 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 |
|---|---|---|---|
| 83rd St. Wealth Management, LLC | Glenview, IL | Sep 2014 - Current | 9 |
| Wells Fargo Advisors LLC | Deerfield, IL | Dec 2009 - Sep 2014 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 2003 |
| S65 | NASAA Investment Advisors Law Examination | Jul 2007 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- IL
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Total Assets Under Management86MILLIONS
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Total Number of Accounts240ACCOUNTS
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Average Account Value$356,517
- A percentage of assets under your management
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
IL
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