Matthew Channell (CRD# 7252461) is an Investment Advisor Representative working at Wintrust Investments in Chicago, IL and has over 2 years of experience in the finance industry.
CRD# 2216510
Sequoia Wealth Management, LLC
CRD# 6067744
Goldstone Financial Group, LLC
CRD# 4846117
Hightower Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Great Lakes Advisors, LLC | Chicago, IL | Mar 2022 - Current | 2 |
| Wintrust Investments, LLC | Chicago, IL | Mar 2022 - Current | 2 |
| Ameriprise Financial Services LLC | Oakbrook Terrace, IL | May 2020 - Mar 2022 | 1 |
| Middle School, Dgs High School, Illinois State University | Normal, IL | Aug 2010 - May 2020 | 9 |
| Jimmy Johns | Normal, IL | Nov 2018 - Apr 2020 | 1 |
| Entertainment Cruises Inc. | Chicago, IL | May 2019 - Aug 2019 | < 1 |
| Entertainment Cruises Inc. | Chicago, IL | May 2018 - Aug 2018 | < 1 |
| Gattos Italian Restaurant | Downers Grove, IL | Jan 2015 - Jan 2018 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Dec 2021 |
- IL
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Total Assets Under Management14,418MILLIONS
-
Total Number of Accounts10,969ACCOUNTS
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Average Account Value$1,314,416
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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