Matthew Kerry Mc Wherter
CFP®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.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Matthew Kerry Mcwherter
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INDEPENDENT FINANCIAL GROUP, LLC
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.
Similar Advisors
COUNTRY CAPITAL MANAGEMENT COMPANY
J.P. MORGAN SECURITIES LLC
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Disclosures on record.
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Credentials
Years of Experience
20 years in the financial services industry
Current & Past Employments
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COUNTRY CAPITAL MANAGEMENT COMPANY
J.P. MORGAN SECURITIES LLC
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Current Firm
EJMK VENTURES LLC | PENDULUM WEALTH PARTNERS | PENDULUM PARTNERS
Contact Information
Main Address
500 Park Blvd Ste 1400, Itasca, IL 60143Phone Number
(630) 861-6143# of Employees
13SEC notice filing (4 States and Territories)
Registered to provide investment advisory services in 4 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
927AUM (Assets Under Management)
$282,822,771Similar Advisors
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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.
Similar Advisors
COUNTRY CAPITAL MANAGEMENT COMPANY
J.P. MORGAN SECURITIES LLC
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Primary Firm SEC Registration
EJMK VENTURES LLC | PENDULUM WEALTH PARTNERS | PENDULUM PARTNERS
State Registrations and Notice Filings
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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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
SRO Registrations
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CRS (Client Relationship Summary) - RIA
Click below to view Matthew Kerry Mc Wherter's CRS (Customer Relationship Summary).
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COUNTRY CAPITAL MANAGEMENT COMPANY
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