Matthew Dewildt (CRD# 5461165) is an Investment Advisor Representative working at Lpl Financial LLC in Indian River, MI and has over 16 years of experience in the finance industry.
CRD# 4799866
Huntington Financial Advisors
CRD# 5189159
Edward Jones
CRD# 5454842
Principal Securities, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial LLC | Cheboygan, MI | Jun 2022 - Current | 1 |
| Citizens National Bank Of Cheboygan | Cheboygan, MI | Mar 2013 - Current | 11 |
| Infinex Investments, Inc. | Cheboygan, MI | Mar 2013 - Jun 2022 | 9 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Mar 2008 |
- MI
- TX
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Total Assets Under Management463,475MILLIONS
-
Total Number of Accounts1,910,545ACCOUNTS
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Average Account Value$242,588
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
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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