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David William Matuszak

Strategic Investment Solutions, Inc.

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About David William Matuszak

David Matuszak is a financial advisor with Strategic Investment Solutions, Inc. David Matuszak is a Registered Investment Advisor (RIA). David Matuszak has been a financial advisor since February 2011 and has worked at several firms prior to joining Strategic Investment Solutions, Inc. in 2018. David Matuszak is a Certified Financial Planner (CFP®) and has a Series 66, Series 7, and SIE. David Matuszak is located in Orland Park, IL, and works with a variety of clients, including individuals, families, and small businesses. The firm provides a range of financial services, including portfolio management, financial planning, and investment advice. David Matuszak has a special interest in working with clients in the areas of retirement planning, investment planning, and insurance planning.

Firm Information

David Matuszak is currently registered with Strategic Investment Solutions, Inc.. Strategic Investment Solutions, Inc. is an investment advisor based in ORLAND PARK, IL. The firm manages approximately $910,000,000 in regulatory assets under management for 3,910 clients. They offer portfolio management services for individuals and have 12 investment adviser representatives. They also have experience working with clients in 401K plans, high-net-worth individuals, and individuals other than high-net-worth.
Strategic Investment Solutions, Inc.

9501 W 144TH PLACE

ORLAND PARK, IL 60462-2562

$910.00M

Assets Under Management

Not reported

Total Clients

10

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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David Matuszak’s Registration & Firm History

IL

08/31/2018 - Present

Strategic Investment Solutions, Inc. (ORLAND PARK IL)

IL

01/17/2018 - 07/30/2018

THE HUNTINGTON INVESTMENT COMPANY (ORLAND PARK IL)

IL

02/11/2013 - 12/18/2017

BMO HARRIS FINANCIAL ADVISORS, INC. (CHICAGO IL)

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Licenses & Designations

BOTH

Issued 06/18/2013

Series 66 - Uniform Combined State Law Examination

BC

Issued 07/30/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/09/2013

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for David William Matuszak.
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