MK

Matthew M. Kunst

OPUS FINANCIAL SOLUTIONS
Downers Grove, IL 60515
Some features on this profile are disabled
CRD#: 3163686
MK

Professional summary


Matthew Michael Kunst, CFP®, who also goes by Mattew Kunst, is a registered financial advisor currently at OPUS FINANCIAL SOLUTIONS LLC located in Downers Grove, Illinois.

Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Matthew has worked at 2 firms and has passed the Series 7 exam.

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Mattew Kunst

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.
The advisor shows no other business activity.

CRS (Client Relationship Summary) - RIA


Click below to view Matthew Michael Kunst's CRS (Customer Relationship Summary).
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®

Experience


Current

May 10, 2017 - Present

OPUS FINANCIAL SOLUTIONS LLC

Office #1: 1121 Warren Avenue, Suite 230, Downers Grove, IL 60515
RIA
CRD#: 282311
Downers Grove, IL
Past

January 27, 1999 - December 31, 2000

ABN AMRO INCORPORATED

BD
CRD#: 15776
STAMFORD, CT

Primary Firm SEC Registration


This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
OPUS FINANCIAL SOLUTIONS LLC
OPUS FINANCIAL SOLUTIONS LLC
OPUS FINANCIAL SOLUTIONS LLC | OPUS FINANCIAL SOLUTIONS, LLC

CRD#: 282311 / SEC#: 801-121841

RIA
Registered Investment Advisory firm - (7/23/2021 Approved)
Colorado
Registered Investment Advisory firm - (8/5/2021 Terminated)
Illinois
Registered Investment Advisory firm - (1/8/2016 Terminated)

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
Illinois
(5/10/2017)

Exams


General Industry/Product Exam

Current Firm


OPUS FINANCIAL SOLUTIONS LLC
OPUS FINANCIAL SOLUTIONS LLC
OPUS FINANCIAL SOLUTIONS LLC | OPUS FINANCIAL SOLUTIONS, LLC

CRD#: 282311 / SEC#: 801-121841

RIA
Registered Investment Advisory firm - (7/23/2021 Approved)
Colorado
Registered Investment Advisory firm - (8/5/2021 Terminated)
Illinois
Registered Investment Advisory firm - (1/8/2016 Terminated)
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Contact information


Main Address
1121 Warren Avenue, Suite 230, Downers Grove, IL 60515
Mailing Address
Phone number
(331) 777-5449
Established
Firm type
Fiscal year end
# of Employees
3

SEC notice filing (3 States and Territories)


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Regulatory assets under management


Total Number of Accounts130
AUM (Assets Under Management)$ 125,250,884

Red Flags


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

Company Information


OPUS FINANCIAL SOLUTIONS LLC

OPUS FINANCIAL SOLUTIONS LLC

CRD#: 282311Downers Grove, IL 60515

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