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Matthew Lemke

23 Years of Experience
Lake in the Hills, IL
Broker

Matthew Lemke is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Lake in the Hills, IL, with 23 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

8195 Pyott Rd, Lake in the Hills, IL, 60156

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Matthew is the president of GMF Lemke Financial, Inc. and president and 100% owner of Summit Wealth Strategies; he dedicates minimal time to each of these S-Corps.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
January 2009 - Present · 17 yrs 3 mos
Raymond James Financial Services, INC.Broker
September 2006 - Present · 19 yrs 7 mos
Previous Registrations
Raymond James Financial Services
March 2007 - January 2009 · 1 yr 10 mos
Edward JonesBroker
January 2003 - September 2006 · 3 yrs 8 mos
State Registrations38 states
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AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Matthew Lemke - Financial Advisor | TrueAdvisor