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Matthew John Arndt

Gallatin Financial Advisors, LLC

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About Matthew John Arndt

Matthew Arndt is a financial advisor registered with Gallatin Financial Advisors, LLC and has been in the industry since 2007. Matthew holds the Series 7, Series 24, and Series 66 licenses. He is a Certified Financial Planner and a Chartered Financial Analyst. Matthew's practice focuses on providing financial planning and portfolio management services to individuals and families.

Firm Information

Matthew Arndt is currently registered with Gallatin Financial Advisors, LLC. Gallatin Financial Advisors, LLC is a registered investment advisor with approximately $31.5 million in regulatory assets under management. The firm provides financial planning and portfolio management services to individuals, including high-net-worth clients. They have a total of 175 client accounts, with 90 individual clients other than high-net-worth and 10 high-net-worth individuals. The firm has 2 licensed agents and 2 investment advisor representatives.

$31.50M

Assets Under Management

Not reported

Total Clients

3

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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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 Arndt’s Registration & Firm History

WI

08/07/2012 - Present

Gallatin Financial Advisors, LLC (MILWAUKEE WI)

IL

02/20/2008 - 05/17/2010

COMMONWEALTH FINANCIAL NETWORK (LOMBARD IL)

IL

03/12/2007 - 12/10/2007

LINSCO/PRIVATE LEDGER CORP. (NAPERVILLE IL)

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Licenses & Designations

BOTH

Issued 03/23/2007

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/29/2009

Series 24 - General Securities Principal Examination

BC

Issued 03/09/2007

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Matthew John Arndt.
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