Matthew Zylstra
Matthew Zylstra is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Mill Creek, WA, with 10 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
Firm Size
IM Fee
Assets Under Management
Location
15130 Main St, Suite 200, Mill Creek, WA, 98012
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Matthew is in the Army Reserve, dedicating a few hours per week. He also serves on the finance committee and as treasurer for Monroe Christian School, spending minimal time on each. Finally, he works as an Operations Manager for Undseth Financial, taking about half of Matthew's time.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Key Investment Services LLCBroker
State Registrations39 states
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