Matthew R. Akers

SCHWAB WEALTH ADVISORY

Indianapolis, IN 46240-2482

Some features on this profile are disabled

CRD#: 5614982

Professional summary

Matthew Ryan Akers, who also goes by Matthew R Akers, Matt Akers, is a registered financial advisor currently at SCHWAB WEALTH ADVISORY, INC. located in Indianapolis, Indiana and CHARLES SCHWAB & CO., INC. located in Indianapolis, Indiana.

Matthew is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2009. Matthew has worked at 6 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Matthew R Akers | Matt Akers

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew Ryan Akers's CRS (Customer Relationship Summary).

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®

None

Experience

Current

June 28, 2021 - Present

SCHWAB WEALTH ADVISORY, INC.

Office #1: 8332 Woodfield Crossing Blvd, Indianapolis, IN 46240-2482

RIA

CRD#: 159035

Indianapolis, IN

Current

June 28, 2021 - Present

CHARLES SCHWAB & CO., INC.

Office #1: 8332 Woodfield Crossing Blvd, Indianapolis, IN 46240-2482

RIA

CRD#: 5393

Indianapolis, IN

Past

May 19, 2020 - April 29, 2021

CUNA BROKERAGE SERVICES, INC.

RIA

CRD#: 13941

GURNEE, IL

Past

May 19, 2020 - April 29, 2021

CUNA BROKERAGE SERVICES, INC.

CRD#: 13941

GURNEE, IL

Past

May 16, 2018 - May 7, 2020

LPL FINANCIAL LLC

RIA

CRD#: 6413

MITCHELL, IN

Past

May 16, 2018 - May 7, 2020

LPL FINANCIAL LLC

CRD#: 6413

MITCHELL, IN

Past

January 5, 2015 - May 10, 2018

CUNA BROKERAGE SERVICES, INC.

RIA

CRD#: 13941

Bloomington, IN

Past

January 5, 2015 - May 10, 2018

CUNA BROKERAGE SERVICES, INC.

CRD#: 13941

Bloomington, IN

Past

July 11, 2011 - December 16, 2014

PNC WEALTH MANAGEMENT LLC

CRD#: 129052

ST. CARMEL, IN

Past

June 28, 2011 - December 16, 2014

PNC WEALTH MANAGEMENT LLC

RIA

CRD#: 129052

ST. CARMEL, IN

Past

March 2, 2009 - January 14, 2011

EDWARD JONES

RIA

CRD#: 250

CARMEL, IN

Past

January 6, 2009 - January 14, 2011

EDWARD JONES

CRD#: 250

CARMEL, IN

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".

SCHWAB WEALTH ADVISORY, INC.

SCHWAB PRIVATE CLIENT INVESTMENT ADVISORY, INC. | SCHWAB WEALTH ADVISORY, INC.

CRD#: 159035 / SEC#: 801-72795

RIA

Registered Investment Advisory firm - (12/9/2011 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.

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

Alabama
(6/29/2021)

Alaska
(6/29/2021)

Arizona
(6/29/2021)

Arkansas
(6/29/2021)

California
(6/29/2021)

Colorado
(6/29/2021)

Connecticut
(6/29/2021)

Delaware
(6/29/2021)

District of Columbia
(6/29/2021)

Florida
(6/29/2021)

Georgia
(6/29/2021)

Hawaii
(6/29/2021)

Idaho
(6/29/2021)

Illinois
(6/29/2021)

Indiana
(6/28/2021)

IAR

Indiana
(6/28/2021)

Iowa
(6/29/2021)

Kansas
(6/29/2021)

Kentucky
(6/29/2021)

Louisiana
(6/29/2021)

Maine
(6/29/2021)

Maryland
(6/29/2021)

Massachusetts
(6/29/2021)

Michigan
(6/29/2021)

Minnesota
(6/29/2021)

Mississippi
(6/29/2021)

Missouri
(6/29/2021)

Montana
(6/29/2021)

Nebraska
(6/29/2021)

Nevada
(6/29/2021)

New Hampshire
(6/29/2021)

New Jersey
(6/29/2021)

New Mexico
(6/29/2021)

New York
(6/29/2021)

North Carolina
(6/29/2021)

North Dakota
(6/29/2021)

Ohio
(6/29/2021)

Oklahoma
(6/29/2021)

Oregon
(6/29/2021)

Pennsylvania
(6/29/2021)

Rhode Island
(6/29/2021)

South Carolina
(6/29/2021)

South Dakota
(6/29/2021)

Tennessee
(6/29/2021)

Texas
(6/29/2021)

IAR

Texas
(1/5/2022)

Utah
(6/29/2021)

Vermont
(6/29/2021)

Virginia
(6/29/2021)

Washington
(6/29/2021)

West Virginia
(6/29/2021)

Wisconsin
(6/29/2021)

Wyoming
(6/29/2021)

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

State Security Law Exam

IAR

Series 66

Date: 2/27/2009

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 1/5/2009

General Securities Representative Examination

SRO Registrations

FINRA

SRO Registrations

Nasdaq Stock Market

Current Firm

SCHWAB WEALTH ADVISORY, INC.

SCHWAB PRIVATE CLIENT INVESTMENT ADVISORY, INC. | SCHWAB WEALTH ADVISORY, INC.

CRD#: 159035 / SEC#: 801-72795

RIA

Registered Investment Advisory firm - (12/9/2011 Approved)

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

211 Main Street, San Francisco, CA 94105-1901

Mailing Address

Phone number

(415) 667-7000

Established

Firm type

Fiscal year end

# of Employees

1,042

SEC notice filing (53 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

SCHWAB WEALTH ADVISORY, INC. DISCLOSURE BROCHURE (9/23/2025)

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.

Similar Advisors

John Cooke

SANCTUARY ADVISORS, LLC

IAR

Indianapolis, IN

Brian Cooke

SANCTUARY ADVISORS, LLC

IAR

Indianapolis, IN

Tammy Williams

SANCTUARY ADVISORS, LLC

IAR

Indianapolis, IN

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Matthew R. Akers

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew Ryan Akers's CRS (Customer Relationship Summary).

Certified licenses

Experience

CHARLES SCHWAB & CO., INC.

CUNA BROKERAGE SERVICES, INC.

CUNA BROKERAGE SERVICES, INC.

LPL FINANCIAL LLC

LPL FINANCIAL LLC

CUNA BROKERAGE SERVICES, INC.

CUNA BROKERAGE SERVICES, INC.

PNC WEALTH MANAGEMENT LLC

PNC WEALTH MANAGEMENT LLC

EDWARD JONES

EDWARD JONES

Primary Firm SEC Registration

SCHWAB WEALTH ADVISORY, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 2/27/2009

SIE

Date: 10/1/2018

Series 7

Date: 1/5/2009

FINRA

Nasdaq Stock Market

Current Firm

SCHWAB WEALTH ADVISORY, INC.

Contact information

SEC notice filing (53 States and Territories)

Documents

Part 2 Brochures

Red Flags

Company Information

SCHWAB WEALTH ADVISORY, INC.

TRUST BUT VERIFY

Similar Advisors