Matthew Schaap (CRD# 7553414) is an Investment Advisor Representative working at Ofm Wealth in Orland Park, IL and has 1 year of experience in the finance industry. Matthew Schaap has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2166498
Neuberger Berman Bd LLC
CRD# 3025408
Primerica Advisors
CRD# 4320235
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ofm Wealth | Orland Park, IL | Dec 2022 - Current | 1 |
| University Of Illinois | Urbana, IL | Feb 2022 - Current | 2 |
| Heritage Planning Partners | Chicago, IL | May 2022 - Dec 2022 | < 1 |
| Busey Wealth Management | Urbana, IL | Dec 2017 - Jan 2022 | 4 |
| Hoffman Estates Park District | Hoffman Estates, IL | May 2017 - Sep 2017 | < 1 |
| Ketone Partners | Arlington Heights, IL | Jun 2016 - Mar 2017 | < 1 |
| Ogrizovich Financial Management | Orland Park, IL | Feb 2014 - Jun 2016 | 2 |
| Trinity Christian College | Palos Heights, IL | Sep 2012 - Jun 2016 | 3 |
- IL
- TX
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Total Assets Under Management291MILLIONS
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Total Number of Accounts919ACCOUNTS
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Average Account Value$316,882
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AZ, FL, IL, IN, TX
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