Matthew Ringler, financial advisor Syracuse IN

Matthew Ringler

CRD Number: 3150870
Current Firm: Lakeland Investment Advisors, LLC

Matthew Ringler (CRD# 3150870) is an Investment Advisor Representative working at Lakeland Investment Advisors, LLC in Syracuse, IN and has over 25 years of experience in the finance industry. Matthew Ringler has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Lakeland Investment Advisors Sheridan, IN Sep 2011 - Current 12
Harris Investor Services, Inc. Kokomo, IN Jun 2007 - Current 16
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 1999
S65 NASAA Investment Advisors Law Examination Aug 2006
Contact Info for Matthew G. Ringler
Phone Number: 317-376-3506
Registered State(s):
  • IN
Current Firm Details
Lakeland Investment Advisors, LLC
Firm's CRD Number: 158978
By the Numbers
  • Total Assets Under Management
    20
    MILLIONS
  • Total Number of Accounts
    90
    ACCOUNTS
  • Average Account Value
    $223,333
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States

IN

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