Matthew Michael Kunst
CFP®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.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Mattew Kunst
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Videos & Posts
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures on record.
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Credentials
Years of Experience
27 years registered in the securities industry
Current & Past Employments
Current
Past
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Current Firm
OPUS FINANCIAL SOLUTIONS LLC | OPUS FINANCIAL SOLUTIONS, LLC
Contact Information
Main Address
1121 Warren Avenue, Suite 230, Downers Grove, IL 60515Phone Number
(331) 777-5449# of Employees
2SEC notice filing (3 States and Territories)
Registered to provide investment advisory services in 3 US states and territories.
Documents
Regulatory Assets Under Management
Total Number of Accounts
504AUM (Assets Under Management)
$150,842,783Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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Primary Firm SEC Registration
OPUS FINANCIAL SOLUTIONS LLC | OPUS FINANCIAL SOLUTIONS, LLC
State Registrations and Notice Filings
(5/10/2017)
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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view Matthew Michael Kunst's CRS (Customer Relationship Summary).
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