Matthew R. Michel

VITAL WEALTH MANAGEMENT

ROSEMONT, IL 60018

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CRD#: 3273872

Professional summary

Matthew Robert Michel, who also goes by Matthew R Michel Mr., Matthew R Michel, is a registered financial advisor currently at VITAL WEALTH MANAGEMENT, LLC located in Rosemont, Illinois.

Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Matthew has worked at 5 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 10 and Series 9 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Matthew R Michel Mr. | Matthew R Michel

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew Robert Michel'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®

None

Experience

Current

March 10, 2025 - Present

VITAL WEALTH MANAGEMENT, LLC

Office #1: 9501 Technology Blvd Suite 3600, Rosemont, IL 60018

RIA

CRD#: 156455

ROSEMONT, IL

Past

February 6, 2017 - January 2, 2025

CHARLES SCHWAB & CO., INC.

RIA

CRD#: 5393

Orland Park, IL

Past

February 6, 2017 - January 2, 2025

CHARLES SCHWAB & CO., INC.

CRD#: 5393

Orland Park, IL

Past

May 14, 2015 - January 23, 2017

AMERIPRISE FINANCIAL SERVICES, LLC

RIA

CRD#: 6363

ORLAND PARK, IL

Past

August 2, 2013 - January 23, 2017

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

ORLAND PARK, IL

Past

November 1, 2010 - September 2, 2011

BLAYLOCK VAN, LLC

CRD#: 145317

CHICAGO, IL

Past

December 6, 2006 - June 24, 2009

NUVEEN SECURITIES, LLC

CRD#: 469

CHICAGO, IL

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".

VITAL WEALTH MANAGEMENT, LLC

CLEAR INVESTMENT STRATEGIES, LLC | VITAL WEALTH MANAGEMENT, LLC

CRD#: 156455 / SEC#: 801-79119

RIA

Registered Investment Advisory firm - (1/31/2014 Approved)

Illinois

Registered Investment Advisory firm - (1/31/2014 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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
(3/10/2025)

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 66

Date: 5/14/2015

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 6/1/2011

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 12/5/2006

General Securities Representative Examination

Principal/Supervisory Exam

Series 10

Date: 7/17/2017

General Securities Sales Supervisor - General Module Examination

Principal/Supervisory Exam

Series 9

Date: 3/27/2017

General Securities Sales Supervisor - Options Module Examination

Current Firm

VITAL WEALTH MANAGEMENT, LLC

CLEAR INVESTMENT STRATEGIES, LLC | VITAL WEALTH MANAGEMENT, LLC

CRD#: 156455 / SEC#: 801-79119

RIA

Registered Investment Advisory firm - (1/31/2014 Approved)

Illinois

Registered Investment Advisory firm - (1/31/2014 Terminated)

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Contact information

Main Address

9501 Technology Blvd Suite 3600, Rosemont, IL 60018

Mailing Address

Phone number

(847) 384-9703

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (4 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

VITAL WEALTH MANAGEMENT PART 2A DISCLOSURE BROCHURE (7/8/2025)

Regulatory assets under management

Total Number of Accounts	745
AUM (Assets Under Management)	$ 265,811,766

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.

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Advisor Monitoring

Firm Stability Insights

Matthew R. Michel

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew Robert Michel's CRS (Customer Relationship Summary).

Certified licenses

Experience

CHARLES SCHWAB & CO., INC.

CHARLES SCHWAB & CO., INC.

AMERIPRISE FINANCIAL SERVICES, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

BLAYLOCK VAN, LLC

NUVEEN SECURITIES, LLC

Primary Firm SEC Registration

VITAL WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 5/14/2015

Series 63

Date: 6/1/2011

SIE

Date: 10/1/2018

Series 7

Date: 12/5/2006

Series 10

Date: 7/17/2017

Series 9

Date: 3/27/2017

Current Firm

VITAL WEALTH MANAGEMENT, LLC

Contact information

SEC notice filing (4 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

VITAL WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

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