Mantas Tautkus

MT FINANCIAL PLANNING

Lake Barrington, IL 60010

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CRD#: 5683438

Professional summary

Mantas Tautkus, CFP® is a registered financial advisor currently at MT FINANCIAL PLANNING located in Lake Barrington, Illinois and ORIGIN INVESTMENT ADVISORY LLC located in Lake Barrington, Illinois.

Mantas is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Mantas has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

MT Financial Planning Inc. / Investment Related / Investment Advisory / Owner / May 2020 / 150 hours per month / 150 hours during trading hours

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Mantas Tautkus'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^®

Certified Financial Planner

Start date: 2018

Experience

Current

May 27, 2020 - Present

MT FINANCIAL PLANNING

Office #1: 5067 Shoreline Rd, Lake Barrington, IL 60010

RIA

CRD#: 307686

Lake Barrington, IL

Current

December 16, 2021 - Present

ORIGIN INVESTMENT ADVISORY LLC

Office #1: 5067 Shoreline Road, Lake Barrington, IL 60010

RIA

CRD#: 305353

Lake Barrington, IL

Past

December 5, 2014 - May 27, 2020

EDWARD JONES

RIA

CRD#: 250

LAKE BARRINGTON, IL

Past

December 5, 2014 - May 27, 2020

EDWARD JONES

CRD#: 250

LAKE BARRINGTON, IL

Past

June 22, 2010 - December 15, 2014

UBS FINANCIAL SERVICES INC.

RIA

CRD#: 8174

CHICAGO, IL

Past

April 5, 2010 - December 15, 2014

UBS FINANCIAL SERVICES INC.

CRD#: 8174

CHICAGO, IL

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
(5/27/2020)

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

State Security Law Exam

IAR

Series 66

Date: 6/21/2010

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: 4/2/2010

General Securities Representative Examination

Current Firm

MT FINANCIAL PLANNING

MAGIVIAN WEALTH | MT FINANCIAL PLANNING, INC. | MT FINANCIAL PLANNING

CRD#: 307686 / SEC#:

Illinois

Registered Investment Advisory firm - (5/27/2020 Approved)

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Contact information

Main Address

5067 Shoreline Rd, Lake Barrington, IL 60010

Mailing Address

Phone number

(847) 860-6050

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	172
AUM (Assets Under Management)	$ 24,609,304

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.

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Mantas Tautkus

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Mantas Tautkus's CRS (Customer Relationship Summary).

Certified licenses

Experience

MT FINANCIAL PLANNING

ORIGIN INVESTMENT ADVISORY LLC

EDWARD JONES

EDWARD JONES

UBS FINANCIAL SERVICES INC.

UBS FINANCIAL SERVICES INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 6/21/2010

SIE

Date: 10/1/2018

Series 7

Date: 4/2/2010

Current Firm

MT FINANCIAL PLANNING

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

MT FINANCIAL PLANNING

TRUST BUT VERIFY

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