Matthew LangmackCRD Number: 7060635
Current Firm: Schwab Wealth Advisory, Inc.
Matthew Langmack (CRD# 7060635) is an Investment Advisor Representative working at Schwab Wealth Advisory, Inc. in Phoenix, AZ and has over 3 years of experience in the finance industry.
Aegis Wealth Partners, LLC
Dynamic Wealth Partners, LLC
|Charles Schwab & Company, Inc.||Phoenix, AZ||Sep 2021 - Current||1|
|Schwab Private Client Investment Advisory, Inc.||Phoenix, AZ||Sep 2021 - Current||1|
|Ameriprise Financial Services, Inc.||Minneapolis, MN||Aug 2019 - Sep 2021||2|
|The Boeing Company||Mesa, AZ||May 2018 - Jul 2019||1|
|One2one Wealth Strategies||Glendale, AZ||Jan 2019 - Jun 2019||< 1|
|Arizona State University||Tempe, AZ||Aug 2015 - May 2019||3|
|New Student & Family Programs - Arizona State University||Tempe, AZ||Oct 2015 - Apr 2019||3|
|The M Group & Associates||Tempe, AZ||Jan 2017 - May 2017||< 1|
|Marcos De Niza High School||Tempe, AZ||Aug 2011 - May 2015||3|
|Shalimar Country Club||Tempe, AZ||Sep 2014 - Feb 2015||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Nov 2019|
Total Assets Under Management0MILLIONS
Total Number of Accounts0ACCOUNTS
Average Account Value$0
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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