Matthew C. Heil
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Matthew Christopher Heil, CFP® was a registered financial professional .
Matthew is a previously registered financial professional and started their career in finance in 1997. Matthew had worked at 3 firms and has passed the Series 65 exam.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
January 3, 2007 - December 31, 2023
HEIL FINANCIAL PLANNING & INVESTMENT SERVICES, INC.
October 28, 2004 - December 31, 2007
RIVKIN FINANCIAL GROUP
July 24, 1997 - December 21, 2005
KPMG INVESTMENT ADVISORS
State Registrations and Notice Filings
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Current Firm
HEIL FINANCIAL PLANNING & INVESTMENT SERVICES, INC.
CRD#: 141914 / SEC#:
Contact information
Red Flags
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