DM
CFP
DM
CFP

David William Matuszak

12 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningHigh Net Worth
Compensation
Fee-Only (AUM)
Firm Size
9 advisors
Number of Clients
2,520 clients
Average Client Portfolio
$361K average
Assets Under Management
$910.0M

Fee Structure

Minimum Investment:None
Financial Planning:Investment management only
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Location

9501 W 144th Place, Orland Park, IL, 60462-2562

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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 ActivitiesSells Insurance

David sells fixed insurance products.

Employment History
Current Registrations
Strategic Investment Solutions, INC.
August 2018 - Present · 7 yrs 6 mos
Previous Registrations
Forum Financial Management, LP
April 2021 - May 2021 · 1 mo
Huntington Financial Advisors
January 2018 - July 2018 · 6 mos
The Huntington Investment CompanyBroker
January 2018 - July 2018 · 6 mos
BMO Harris Financial Advisors, INC
September 2013 - December 2017 · 4 yrs 3 mos
BMO Harris Financial Advisors, INC.Broker
February 2013 - December 2017 · 4 yrs 10 mos
State Registrations1 state
IL
Advisor
Exams
No exam information available for this advisor.