Matthew J. Hawk
CAMBRIDGE CAPITAL MANAGEMENT
O'fallon, IL 62269
Some features on this profile are disabled
CRD#: 5592737
Professional summary
Matthew John Hawk, CFP®, who also goes by Matthew Hawk, is a registered financial advisor currently at CAMBRIDGE CAPITAL MANAGEMENT, LLC located in O'fallon, Illinois.
Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Matthew has worked at 2 firms and has passed the Series 66 and Series 7 exams.
Biography
Founded to be a revolutionary investment firm focused on complete customization with transparent integrity, Cambridge Capital Management was one of the first pure "fee-only" investment companies in the area. Today, Cambridge Capital Management remains a place where clients can be confident that they are getting independent, unbiased investment advice.
We understand that wealth is simply a means to attain life's goals, whatever they may be, and that building a successful life is about more than simply maximizing your wealth. It requires embracing your vision and honoring your values. With that in mind, we get to know and understand your goals and objectives so that we can create a plan unique to your situation. We counsel you on how the important financial decisions you make now may affect your lifestyle and long-term goals.
At Cambridge Capital Management, our firm stands apart from the competition by offering customized, Fee-Only services executed through a strategic process. We are earnestly committed to upholding an exceptional fiduciary standard to provide our clients with honest, objective financial advice.
Question & Answer
What are your service offerings?
Retirement Income Management
Business Succession Planning
Insurance Planning
Investment Planning
Tax Planning
Estate Planning
Comprehensive Financial Planni...
Social Security Planning
Retirement Planning
Employee and Employer Plan Ben...
Do you have an area of expertise or specialization?
Cash Flow/Budgets/Credit Issue...
College/Education Planning
Corporate Executives
High Net Worth Client Needs
Investment Advice with Ongoing...
Retirement Plan Investment Adv...
What is your minimum asset requirement?
100K
Are you a "fiduciary"?
Yes
Aliases
Matthew Hawk
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.
CRS (Client Relationship Summary) - RIA
Click below to view Matthew John Hawk'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®
CFP®
Start date: 2016
Experience
Current
February 11, 2013 - Present
CAMBRIDGE CAPITAL MANAGEMENT, LLC
Office #1: 781 Sunset Blvd Suite 100, O'fallon, IL 62269RIA
CRD#: 110932
O'fallon, IL
Past
December 3, 2008 - January 23, 2013
EDWARD JONES
RIA
CRD#: 250
EDWARDSVILLE, IL
Past
October 30, 2008 - January 23, 2013
EDWARD JONES
BD
CRD#: 250
EDWARDSVILLE, 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".
CAMBRIDGE CAPITAL MANAGEMENT, LLC
CAMBRIDGE CAPITAL MANAGEMENT, LLC | PROFESSIONAL INVESTMENT MANAGEMENT SERVICES,LLC
CRD#: 110932 / SEC#: 801-80162
RIA
Registered Investment Advisory firm - (8/25/2014 Approved)Illinois
Registered Investment Advisory firm - (8/25/2014 Terminated)Missouri
Registered Investment Advisory firm - (8/29/2014 Terminated)Texas
Registered Investment Advisory firm - (8/25/2014 Terminated)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(2/11/2013)
IAR
Missouri(2/11/2013)
Exams
State Security Law Exam
General Industry/Product Exam
Current Firm
CAMBRIDGE CAPITAL MANAGEMENT, LLC
CAMBRIDGE CAPITAL MANAGEMENT, LLC | PROFESSIONAL INVESTMENT MANAGEMENT SERVICES,LLC
CRD#: 110932 / SEC#: 801-80162
RIA
Registered Investment Advisory firm - (8/25/2014 Approved)Illinois
Registered Investment Advisory firm - (8/25/2014 Terminated)Missouri
Registered Investment Advisory firm - (8/29/2014 Terminated)Texas
Registered Investment Advisory firm - (8/25/2014 Terminated)Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
Contact information
Main Address
781 Sunset Blvd Suite 100, O'fallon, IL 62269
Mailing Address
Phone number
(618) 206-3262
Established
Firm type
Fiscal year end
# of Employees
5
SEC notice filing (4 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 964 |
| AUM (Assets Under Management) | $ 385,162,277 |
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.
Company Information
CAMBRIDGE CAPITAL MANAGEMENT, LLC
CRD#: 110932O'fallon, IL 62269TRUST BUT VERIFY
Monitor Matthew Hawk
Get automatic monthly alerts on:Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates
