Matthew C. Landini

GENUINE WEALTH ADVISORS

Indianapolis, IN 46256

Some features on this profile are disabled

CRD#: 2519547

Professional summary

Matthew Christopher Landini, CFP®, who also goes by Matthew C Landini, is a registered financial advisor currently at GENUINE WEALTH ADVISORS, LLC located in Indianapolis, Indiana.

Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1994. Matthew has worked at 8 firms and has passed the Series 65, Series 63, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Matthew C Landini

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

Genuine Wealth Management LLC dba Genuine Wealth; Investment Related; Indianapolis, IN; Investment Advisor Representative; Started 04/2015; dually registered while clients are moved over to new RIA.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew Christopher Landini's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2004

Experience

Current

April 14, 2021 - Present

GENUINE WEALTH ADVISORS, LLC

Office #1: 10475 Crosspoint Blvd. Suite 250, Indianapolis, IN 46256

RIA

CRD#: 313842

Indianapolis, IN

Past

April 28, 2015 - September 30, 2021

GENUINE WEALTH MANAGEMENT

RIA

CRD#: 175003

GREENFIELD, IN

Past

August 14, 2009 - June 1, 2010

WADDELL & REED

RIA

CRD#: 866

SCOTTSDALE, AZ

Past

August 14, 2009 - June 1, 2010

WADDELL & REED

CRD#: 866

SCOTTSDALE, AZ

Past

February 20, 2007 - August 18, 2009

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

INDIANAPOLIS, IN

Past

February 5, 2007 - August 18, 2009

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

INDIANAPOLIS, IN

Past

February 22, 2001 - December 12, 2006

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

CRD#: 20472

INDIANAPOLIS, IN

Past

May 25, 1995 - December 16, 1997

METROPOLITAN LIFE INSURANCE COMPANY

CRD#: 4095

NEW YORK, NY

Past

May 25, 1995 - December 16, 1997

MSI FINANCIAL SERVICES, INC.

CRD#: 14251

SPRINGFIELD, MA

Past

September 28, 1994 - March 23, 1995

MML INVESTORS SERVICES, LLC

CRD#: 10409

SPRINGFIELD, MA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Indiana
(4/14/2021)

IAR

Texas
(3/28/2022)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 2/12/2007

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 3/8/2001

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 12/7/2004

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 2/21/2001

Investment Company Products/Variable Contracts Representative Examination

Current Firm

GENUINE WEALTH ADVISORS, LLC

GENUINE WEALTH | GENUINE WEALTH ADVISORS, LLC

CRD#: 313842 / SEC#:

Indiana

Registered Investment Advisory firm - (4/14/2021 Approved)

Texas

Registered Investment Advisory firm - (3/28/2022 Conditional Restricted)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

10475 Crosspoint Blvd. Suite 250, Indianapolis, IN 46256

Mailing Address

Phone number

(317) 207-5596

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	100
AUM (Assets Under Management)	$ 69,200,000

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Similar Advisors

John Cooke

SANCTUARY ADVISORS, LLC

IAR

Indianapolis, IN

Brian Cooke

SANCTUARY ADVISORS, LLC

IAR

Indianapolis, IN

Tammy Williams

SANCTUARY ADVISORS, LLC

IAR

Indianapolis, IN

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Matthew C. Landini

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew Christopher Landini's CRS (Customer Relationship Summary).

Certified licenses

Experience

GENUINE WEALTH MANAGEMENT

WADDELL & REED

WADDELL & REED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

METROPOLITAN LIFE INSURANCE COMPANY

MSI FINANCIAL SERVICES, INC.

MML INVESTORS SERVICES, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 2/12/2007

Series 63

Date: 3/8/2001

Series 7

Date: 12/7/2004

Series 6

Date: 2/21/2001

Current Firm

GENUINE WEALTH ADVISORS, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

GENUINE WEALTH ADVISORS, LLC

TRUST BUT VERIFY

Similar Advisors