MZ
MZ

Matthew Zumdahl

2 Years of Experience
Freeport, IL
BrokerSells Insurance

Matthew Zumdahl is a registered investment advisor, based in Freeport, IL, with 2 years of industry experience.

Location

1650 S. Sleezer Home Rd., Freeport, IL, 61032

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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

Matthew owns Matthew Zumdahl's Insurance Agency, where he services customers and supervises employees, dedicating about half of his time. He also serves as a board member for the City of Lanark Park Board, spending minimal time on this activity.

Employment History
Current Registrations
State Farm Vp Management CORP.
February 2024 - Present · 2 yrs 3 mos
State Farm Vp Management CORP.Broker
February 2024 - Present · 2 yrs 3 mos
State Farm Investment Management CORP.
October 2023 - Present · 2 yrs 7 mos
State Registrations3 states
IAILWI
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 Zumdahl - Financial Advisor | TrueAdvisor