Matthew M. Liggett

15 WEALTH ADVISORS

MUNDELEIN, IL 60060

CRD#: 4562380

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Professional summary

Matthew Michael Liggett, who also goes by Matthew Liggett, Matthew M Liggett, Matthew Liggett, is a registered financial advisor currently at 15 WEALTH ADVISORS LLC located in Mundelein, Illinois and LPL FINANCIAL LLC located in Lake Forest, Illinois.

Matthew is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2002. Matthew has worked at 4 firms and has passed the Series 66, Series 7TO, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Matthew Liggett | Matthew M Liggett | Matthew Liggett

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 Michael Liggett'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

July 1, 2026 - Present

15 WEALTH ADVISORS LLC

Office #1: 291 N Archer Ave, Mundelein, IL 60060

RIA

CRD#: 337459

MUNDELEIN, IL

Current

September 8, 2025 - Present

LPL FINANCIAL LLC

Office #1: 1052 N Western Avenue, Lake Forest, IL 60045

RIA

CRD#: 6413

LAKE FOREST, IL

Past

July 10, 2008 - November 19, 2008

ECHOTRADE LLC

CRD#: 42239

PHOENIX, AZ

Past

April 28, 2006 - February 12, 2007

ECHOTRADE LLC

CRD#: 42239

PHOENIX, AZ

Past

September 9, 2002 - March 11, 2003

PIPER SANDLER & CO.

CRD#: 665

MINNEAPOLIS, MN

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.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Illinois
(11/12/2025)

IAR

Illinois
(7/1/2026)

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. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 11/11/2025

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Date: 9/8/2025

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 7/15/2025

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 9/6/2002

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

15 WEALTH ADVISORS LLC

15 WEALTH ADVISORS LLC | WEATHFUSION ADVISORS LLC

CRD#: 337459 / SEC#: 801-135695

RIA

Registered Investment Advisory firm - (3/25/2026 120-Day Approval)

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Contact information

Main Address

291 N Archer Ave, Mundelein, IL 60060

Mailing Address

Phone number

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (9 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A- 15 WEALTH ADVISORS LLC (3/25/2026)

WRAP FEE BROCHURE- 15 WEALTH ADVISORS LLC (3/25/2026)

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 M. Liggett

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

LPL FINANCIAL LLC

ECHOTRADE LLC

ECHOTRADE LLC

PIPER SANDLER & CO.

State Registrations and Notice Filings

Exams

Series 66

Date: 11/11/2025

Series 7TO

Date: 9/8/2025

SIE

Date: 7/15/2025

Series 7

Date: 9/6/2002

FINRA

Current Firm

15 WEALTH ADVISORS LLC

Contact information

SEC notice filing (9 States and Territories)

Documents

Part 2 Brochures

Red Flags

Company Information

15 WEALTH ADVISORS LLC

TRUST BUT VERIFY

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