Matthew DewildtCRD 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.
Dynamic Wealth Advisors
On Investment Management Co
H.d. Vest Advisory Services, Inc.
|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|
Total Assets Under Management580MILLIONS
Total Number of Accounts2,901ACCOUNTS
Average Account Value$199,891
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
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