David Matuszak (CRD# 5896737) is an Investment Advisor Representative working at Strategic Investment Solutions, Inc. in Orland Park, IL and has over 10 years of experience in the finance industry. David Matuszak 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.
CRD# 2216510
Sequoia Wealth Management, LLC
CRD# 6067744
Goldstone Financial Group, LLC
CRD# 4846117
Hightower Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Forum Financial Management, LP | Lombard, IL | Mar 2021 - Current | 3 |
| Strategtic Investment Solutions | Orland Park, IL | Aug 2018 - Current | 5 |
| Jones Lang Lasalle | Chicago, IL | Aug 2018 - Apr 2019 | < 1 |
| The Huntington Investment Company | Orland Park, IL | Jan 2018 - Aug 2018 | < 1 |
| Bmo Harris Financial Advisors, Inc. | Chicago, IL | Jun 2017 - Dec 2017 | < 1 |
| Bmo Harris Financial Advisors | Chicago, IL | Oct 2015 - Jun 2017 | 1 |
| Bmo Harris Financial Advisors | Chicago, IL | Feb 2011 - Oct 2015 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jun 2013 |
- IL
-
Total Assets Under Management780MILLIONS
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Total Number of Accounts4,240ACCOUNTS
-
Average Account Value$183,962
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
AZ, CA, FL, IL, IN, MN, OH, TN, TX, WA, WI
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