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Matthew Henry Kolakowski

LNW

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About Matthew Henry Kolakowski

Matthew Kolakowski is a Certified Financial Planner™ who has been working in the financial services industry since January 2015. Matthew is currently registered as an Investment Advisor Representative with LNW, where he has worked since March 2016. Previously, Matthew worked with MetLife Securities Inc., Connecticut Wealth Management, and Laird Norton Wetherby Wealth Management, LLC. Matthew specializes in working with individuals, families, charitable organizations, pooled investment vehicles and pension plans.

Firm Information

Matthew Kolakowski is currently registered with LNW. LNW Advisors is an investment advisor registered with the SEC. The firm, headquartered in San Francisco, CA, has 62 employees and manages approximately $7.28 billion in assets. LNW Advisors provides a variety of advisory services, including financial planning, educational seminars, and portfolio management for individuals, pooled investment vehicles, and charitable organizations.
LNW

580 CALIFORNIA ST.

SAN FRANCISCO, CA 94104

$7.28B

Assets Under Management

1

Total Clients

32

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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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your 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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

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

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Matthew Kolakowski’s Registration & Firm History

CA

09/15/2023 - Present

LNW (SAN FRANCISCO CA)

NY

01/28/2015 - 09/28/2015

METLIFE SECURITIES INC. (NEW YORK NY)

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Licenses & Designations

IA

Issued 06/03/2015

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/05/2015

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/28/2015

SIE - Securities Industry Essentials Examination

BC

Issued 01/28/2015

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Matthew Henry Kolakowski.
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