MM
Matthew K. Mc Wherter
PENDULUM WEALTH PARTNERS
ITASCA, IL 60143
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CRD#: 5142155
MM
Professional summary
Matthew Kerry Mc Wherter, CFP®, who also goes by Matthew Kerry Mcwherter, is a registered financial advisor currently at PENDULUM WEALTH PARTNERS located in Itasca, Illinois and PURSHE KAPLAN STERLING INVESTMENTS located in Itasca, Illinois.
Matthew is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2006. Matthew has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Matthew Kerry Mcwherter
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.
1. EJMK Ventures, LLC d/b/a Pendulum Partners. Investment-related. At registered location. RIA. Owner. 04/2025. 160 hrs/month. 160 hrs during trading hrs. Lead advisor and owner. 2. Fixed Insurance. Investment-related. At registered location. Insurance. Agent. 04/2025. 2 hrs/month. 2 hrs during trading hrs. Provide insurance advice based on the needs of clients. 3. The Robert Michael Wood Foundation. Not investment-related. 375 N Oak St, Elmhurst, IL 60126. Charitable/Non-Profit Organization. Board member. 05/2015. 2 hrs/month. 0 hrs during trading hrs. I am the president of this foundation which benefits families of children affected by Pediatric Stroke and families of the NICU. I oversee events and donations made to families in need of assistance.
CRS (Client Relationship Summary) - RIA
Click below to view Matthew Kerry Mc Wherter'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®
Experience
Current
May 2, 2025 - Present
PENDULUM WEALTH PARTNERS
Office #1: 500 Park Blvd Ste 1400, Itasca, IL 60143RIA
CRD#: 335762
ITASCA, IL
Current
May 2, 2025 - Present
PURSHE KAPLAN STERLING INVESTMENTS
Office #1: 500 Park Blvd Suite 1400, Itasca, IL 60143BD
CRD#: 35747
Itasca, IL
Past
January 7, 2020 - May 7, 2025
AMERIPRISE FINANCIAL SERVICES, LLC
RIA
CRD#: 6363
Burr Ridge, IL
Past
September 6, 2006 - December 31, 2019
AMERIPRISE FINANCIAL SERVICES, LLC
RIA
CRD#: 6363
Burr Ridge, IL
Past
July 11, 2006 - May 7, 2025
AMERIPRISE FINANCIAL SERVICES, LLC
BD
CRD#: 6363
Burr Ridge, 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".
PW
PENDULUM WEALTH PARTNERS
EJMK VENTURES LLC | PENDULUM WEALTH PARTNERS | PENDULUM PARTNERS
CRD#: 335762 / SEC#: 801-132537
RIA
Registered Investment Advisory firm - (4/25/2025 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.RR
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
RR
Alabama(5/2/2025)
RR
Arizona(6/18/2025)
RR
Arkansas(5/2/2025)
RR
California(5/2/2025)
RR
Colorado(5/2/2025)
RR
District of Columbia(5/2/2025)
RR
Florida(5/2/2025)
RR
Georgia(5/2/2025)
RR
Idaho(5/2/2025)
IAR
Illinois(5/2/2025)
RR
Illinois(6/16/2025)
RR
Indiana(5/2/2025)
RR
Iowa(5/2/2025)
RR
Massachusetts(5/2/2025)
RR
Michigan(5/2/2025)
RR
Minnesota(5/2/2025)
RR
Missouri(5/2/2025)
RR
New Jersey(5/2/2025)
RR
New Mexico(5/2/2025)
RR
New York(5/2/2025)
RR
North Carolina(6/24/2025)
RR
Ohio(5/2/2025)
RR
Oregon(5/2/2025)
RR
Pennsylvania(5/2/2025)
RR
South Carolina(5/2/2025)
RR
Tennessee(5/2/2025)
RR
Texas(5/2/2025)
IAR
Texas(9/22/2025)
RR
Virginia(6/18/2025)
RR
Washington(5/2/2025)
RR
Wisconsin(5/2/2025)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
PW
PENDULUM WEALTH PARTNERS
EJMK VENTURES LLC | PENDULUM WEALTH PARTNERS | PENDULUM PARTNERS
CRD#: 335762 / SEC#: 801-132537
RIA
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Contact information
Main Address
500 Park Blvd Ste 1400, Itasca, IL 60143
Mailing Address
Phone number
(630) 861-6143
Established
Firm type
Fiscal year end
# of Employees
11
SEC notice filing (3 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 3,087 |
| AUM (Assets Under Management) | $ 254,387,315 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
