Unclaimed
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.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
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)
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
Active
Inactive
Not sure Matthew Arndt is the right advisor for you? Invested Better is here to help.