Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Michael Langham is a financial advisor with over 20 years of experience in the financial services industry. He is currently registered with Robert W. Baird & Co. Inc. and has a broad range of experience in financial planning, portfolio management, and investment advisory services. Matthew Michael Langham has held previous positions at Wells Fargo Clearing Services, LLC, American General Securities Incorporated, Fifth Third Securities, Inc. and Lincoln Financial Advisors Corporation. He is registered in multiple states and holds the Series 6, 7, 63 and 66 licenses. Matthew Michael Langham works with a variety of clients including individuals, corporations, and institutions.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
See schedule d
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
Hard dollar payments for research
1
2
OH
07/09/2024 - Present
Robert W. Baird & Co. Inc. (Toledo OH)
OH
10/17/2008 - 07/15/2024
WELLS FARGO CLEARING SERVICES, LLC (TOLEDO OH)
OH
08/22/2007 - 10/17/2008
AMERICAN GENERAL SECURITIES INCORPORATED (DEFIANCE OH)
IN
04/20/2005 - 07/27/2007
FIFTH THIRD SECURITIES, INC. (INDIANAPOLIS IN)
IN
03/31/2003 - 03/15/2005
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
03/31/2003 - 03/15/2005
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
BOTH
Issued 10/27/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/30/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/12/2007
Series 7 - General Securities Representative Examination
BC
Issued 03/28/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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