Matthew Saltzgaber (CRD# 6117651) is an Investment Advisor Representative working at Lpl Financial LLC in Commerce Twp, MI and has over 10 years of experience in the finance industry.
CRD# 4661126
Lpl Financial LLC
CRD# 4511557
Savant Wealth Management
CRD# 4713729
Bernard Wealth Management Corp.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Vision Wealth Management, Inc. | Bloomfield Hills, MI | Jan 2023 - Current | 1 |
| Lpl Financial, LLC | Bloomfield Hills, MI | Sep 2020 - Current | 3 |
| Fsc Securities Corp | Atlanta, GA | Jun 2018 - Sep 2020 | 2 |
| Lpl Financial LLC | Farmington Hills, MI | Mar 2017 - Jun 2018 | 1 |
| Zf Trw Automotive Holdings Corp. | Livonia, MI | Jul 2016 - Jun 2018 | 1 |
| Western International Securities, Inc. | Pasadena, CA | Dec 2015 - Jul 2016 | < 1 |
| Lpl Financial LLC | Livonia, MI | Nov 2012 - Dec 2015 | 3 |
| Peak Wealth Management, LLC | Plymouth, MI | Aug 2014 - Jun 2015 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jul 2013 |
- MI
- TX
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Total Assets Under Management463,475MILLIONS
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Total Number of Accounts1,910,545ACCOUNTS
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Average Account Value$242,588
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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