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Matthew Dewildt

Advisor at LPL Financial

Updated today

Location

Cheboygan, MI 49721

Credentials

Series 66

Industry experience

17 years

About

Matthew Dewildt is a financial advisor at LPL Financial with 17 years of industry experience. He holds the Series 66 designation and has worked previously at Citizens National Bank of Cheboygan and Infinex Investments, Inc. Dewildt operates MHD Wealth Strategies, an investment-related business affiliated with his LPL activities. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and charities. The firm offers a range of financial planning and investment management solutions supported by an in-house research team and a large network of investment adviser representatives.

Client services

Based on LPL Financial

Financial planning Portfolio management Educational seminars or workshops
Consulting and other non-discretionary advisory services

Expertise

Based on LPL Financial

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting

Occupation focus

Based on LPL Financial

Founder/Business Owner Retired

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Fee options

Fixed

Financial planning and consulting services may be charged a flat fee as negotiated.

Commissions

Brokerage services include commissions, markups, markdowns, and transaction charges; commissions may apply to mutual funds, variable annuities, and other products.

Project-based

Financial planning hourly fees up to $500 per hour.

Other

Fee-only: Financial planning fees typically range up to $15,000, or up to $500 per hour; fees are negotiated and may be flat or hourly.

Location

303 N Main St

Cheboygan, MI 49721

Most active in

Michigan · Texas

Work history

LPL Financial

2022 - Present (4 years)

Citizens National Bank Of Cheboygan

2013 - Present (13 years)

Infinex investments, Inc.

2013 - 2022 (9 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Cheboygan, MI

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Daryl H

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Cheboygan, MI

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J L S

Series 66

Cheboygan, MI

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J L Sumpter is a financial advisor at Edward Jones in Cheboygan, MI, holding a Series 66 designation with seven years of industry experience. Prior to joining Edward Jones in 2018, he was self-employed from 2015 to 2018 and served with the Michigan Fraternal Order of Police Labor Council for one year. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices across the United States.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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