Matthew Dewildt, financial advisor Petoskey MI
93 score

Matthew Dewildt

CRD Number: 5461165
Current Firm: Infinex Investments, Inc.

Matthew Dewildt (CRD# 5461165) is an Investment Advisor Representative working at Infinex Investments, Inc. in Petoskey, MI and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Citizens National Bank Of Cheboygan Cheboygan, MI Mar 2013 - Current 4
Infinex Investments, Inc. Cheboygan, MI Mar 2013 - Current 4
Pnc Investments Sault Ste Marie, MI Feb 2010 - Mar 2013 3
Unemployed Sault Ste Marie, MI Sep 2009 - Feb 2010 < 1
Edward Jones St. Louis, MO Dec 2007 - Aug 2009 1
Custer Workplace Interiors Grand Rapids, MI Dec 2004 - Sep 2007 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2008
Contact Info for Matthew H. Dewildt
Phone Number: 203-599-6000
Registered State(s):
  • MI
By the Numbers
  • Total Assets Under Management
    580
    MILLIONS
  • Total Number of Accounts
    2,901
    ACCOUNTS
  • Average Account Value
    $199,891
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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