Unclaimed
Matthew Paul Kewenig is a financial advisor with over 20 years of experience in the industry. Matthew currently works at LPL Financial LLC in Aurora, IL. Matthew has a strong background in securities and investments, and is committed to providing personalized financial advice to his clients. He has a wide range of experience in various financial services, including investment management, financial planning, and insurance. Previously, Matthew has worked at Waterstone Financial Group, Inc., Dreher & Associates, Inc. and Edward Jones. Matthew holds the Series 7, Series 63 and Series 66 licenses and is registered in multiple states.
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.
Consulting and other non-discretionary advisory services
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.
1
2
IL
04/12/2010 - Present
LPL Financial LLC (AURORA IL)
IL
10/28/2002 - 09/08/2009
WATERSTONE FINANCIAL GROUP, INC. (AURORA IL)
IL
10/07/2002 - 10/28/2002
DREHER & ASSOCIATES, INC. (OAKBROOK TERRACE IL)
MO
07/08/1999 - 10/08/2002
EDWARD JONES (ST. LOUIS MO)
BOTH
Issued 04/09/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/09/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/07/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Matthew Kewenig is the right advisor for you? Invested Better is here to help.