ML
Matthew T. Latham
STRUCTURED WEALTH MANAGEMENT
Toledo, OH 43617
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CRD#: 4768662
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Professional summary
Matthew Todd Latham is a registered financial advisor currently at STRUCTURED WEALTH MANAGEMENT, INC. located in Toledo, Ohio.
Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Matthew has worked at 3 firms and has passed the Series 63, Series 65 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
MODEN COMMIUNICATIONS - NON-INVESTMENT RELATED - 432 MARLIN LANE, KELLER TX. 76248
PRINT BROKER - PRESIDENT 20 HOUIRS A MONTH - SLAES PRODUCTION COORDINATION
CRS (Client Relationship Summary) - RIA
Click below to view Matthew Todd Latham'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®
NoneExperience
Current
August 7, 2008 - Present
STRUCTURED WEALTH MANAGEMENT, INC.
Office #1: 2778 Centennial Road Ste A, Toledo, OH 43617RIA
CRD#: 146611
Toledo, OH
Past
July 12, 2006 - July 10, 2008
OBS FINANCIAL
RIA
CRD#: 138615
CONCORD, CA
Past
March 25, 2004 - July 10, 2008
OBS BROKERAGE SERVICES, INC.
BD
CRD#: 104281
WHITEHOUSE, OH
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".
SW
STRUCTURED WEALTH MANAGEMENT, INC.
18 ADVISOR | SWM TAX | STRUCTURED WEALTH MANAGEMENT, INC.
CRD#: 146611 / SEC#: 801-133861
RIA
Registered Investment Advisory firm - (7/11/2025 Approved)California
Registered Investment Advisory firm - (12/13/2012 Terminated)Michigan
Registered Investment Advisory firm - (8/8/2017 Approved)Ohio
Registered Investment Advisory firm - (3/27/2008 Approved)Texas
Registered Investment Advisory firm - (8/7/2008 Approved)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
Texas(8/7/2008)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
Current Firm
SW
STRUCTURED WEALTH MANAGEMENT, INC.
18 ADVISOR | SWM TAX | STRUCTURED WEALTH MANAGEMENT, INC.
CRD#: 146611 / SEC#: 801-133861
RIA
Registered Investment Advisory firm - (7/11/2025 Approved)California
Registered Investment Advisory firm - (12/13/2012 Terminated)Michigan
Registered Investment Advisory firm - (8/8/2017 Approved)Ohio
Registered Investment Advisory firm - (3/27/2008 Approved)Texas
Registered Investment Advisory firm - (8/7/2008 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
2778 Centennial Road Ste A, Toledo, OH 43617
Mailing Address
Phone number
(419) 517-1227
Established
Firm type
Fiscal year end
# of Employees
4
SEC notice filing (3 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 340 |
| AUM (Assets Under Management) | $ 169,000,000 |
Red Flags
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Company Information
STRUCTURED WEALTH MANAGEMENT, INC.
CRD#: 146611Toledo, OH 43617TRUST BUT VERIFY
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