Matthew John Hawk
CFP®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.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Who I Serve
Services Offered
- Retirement Planning
- Risk Management & Insurance
- Investment Management
- Tax Planning
- Estate & Legacy Planning
- Financial Planning
- Social Security & Medicare Planning
- Business Services
- Cashflow & Budgeting
- Education Funding
Specializations
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...
Other Aliases
Matthew Hawk
Similar Advisors
WELLS FARGO CLEARING SERVICES, LLC
Videos & Posts
This advisor has not added any videos or posts yet.
Similar Advisors
WELLS FARGO CLEARING SERVICES, LLC
Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
Similar Advisors
WELLS FARGO CLEARING SERVICES, LLC
Disclosures on record.
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.
Similar Advisors
WELLS FARGO CLEARING SERVICES, LLC
Credentials
Years of Experience
18 years registered in the securities industry
Current & Past Employments
Current
Past
Similar Advisors
WELLS FARGO CLEARING SERVICES, LLC
Current Firm
CAMBRIDGE CAPITAL MANAGEMENT, LLC | PROFESSIONAL INVESTMENT MANAGEMENT SERVICES,LLC
Contact Information
Main Address
781 Sunset Blvd Suite 100, O'fallon, IL 62269Phone Number
(618) 206-3262# of Employees
5SEC 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
984AUM (Assets Under Management)
$457,811,293Similar Advisors
WELLS FARGO CLEARING SERVICES, LLC
Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
Similar Advisors
WELLS FARGO CLEARING SERVICES, LLC
Primary Firm SEC Registration
CAMBRIDGE CAPITAL MANAGEMENT, LLC | PROFESSIONAL INVESTMENT MANAGEMENT SERVICES,LLC
State Registrations and Notice Filings
(2/11/2013)
(2/11/2013)
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.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Similar Advisors
WELLS FARGO CLEARING SERVICES, LLC
CRS (Client Relationship Summary) - RIA
Click below to view Matthew John Hawk's CRS (Customer Relationship Summary).
Services Offered by Matthew
- Retirement Planning
- Risk Management & Insurance
- Investment Management
- Tax Planning
- Estate & Legacy Planning
- Financial Planning
- Social Security & Medicare Planning
- Business Services
- Cashflow & Budgeting
- Education Funding
Similar Advisors
WELLS FARGO CLEARING SERVICES, LLC