David W. Matuszak

STRATEGIC INVESTMENT SOLUTIONS

Orland Park, IL 60462-2562

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CRD#: 5896737

Professional summary

David William Matuszak, AIF®, CFP® is a registered financial advisor currently at STRATEGIC INVESTMENT SOLUTIONS, INC. located in Orland Park, Illinois.

David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. David 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.

Fixed Insurance Sales

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view David William Matuszak'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®

AIF^®

Accredited Investment Fiduciary

CFP^®

Certified Financial Planner

Start date: 2019

Experience

Current

August 31, 2018 - Present

STRATEGIC INVESTMENT SOLUTIONS, INC.

Office #1: 9501 W 144th Place, Orland Park, IL 60462-2562

RIA

CRD#: 143128

Orland Park, IL

Past

April 14, 2021 - May 26, 2021

FORUM FINANCIAL MANAGEMENT, LP

RIA

CRD#: 145706

Orland Park, IL

Past

January 17, 2018 - July 30, 2018

THE HUNTINGTON INVESTMENT COMPANY

RIA

CRD#: 16986

ORLAND PARK, IL

Past

January 17, 2018 - July 30, 2018

THE HUNTINGTON INVESTMENT COMPANY

CRD#: 16986

ORLAND PARK, IL

Past

September 18, 2013 - December 18, 2017

BMO HARRIS FINANCIAL ADVISORS, INC.

RIA

CRD#: 137115

CHICAGO, IL

Past

February 11, 2013 - December 18, 2017

BMO HARRIS FINANCIAL ADVISORS, INC.

CRD#: 137115

CHICAGO, 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".

STRATEGIC INVESTMENT SOLUTIONS, INC.

CRD#: 143128 / SEC#: 801-67584

RIA

Registered Investment Advisory firm - (3/23/2007 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.

Highlighted states indicate IAR registrations

IAR

Illinois
(8/31/2018)

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: 6/18/2013

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 7/30/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 2/9/2013

General Securities Representative Examination

Current Firm

STRATEGIC INVESTMENT SOLUTIONS, INC.

CRD#: 143128 / SEC#: 801-67584

RIA

Registered Investment Advisory firm - (3/23/2007 Approved)

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Contact information

Main Address

9501 W 144th Place, Orland Park, IL 60462-2562

Mailing Address

Phone number

(708) 645-8820

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (11 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

STRATEGIC INVESTMENT SOLUTIONS, INC. ADV PART 2A 07-12-2015 (2/17/2025)

Regulatory assets under management

Total Number of Accounts	3,910
AUM (Assets Under Management)	$ 910,000,000

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
01/23/2025	Cover Page	Report
08/10/2023	Cover Page	Report
01/24/2023	Cover Page	Report

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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Advisor Monitoring

Firm Stability Insights

David W. Matuszak

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view David William Matuszak's CRS (Customer Relationship Summary).

Certified licenses

Experience

FORUM FINANCIAL MANAGEMENT, LP

THE HUNTINGTON INVESTMENT COMPANY

THE HUNTINGTON INVESTMENT COMPANY

BMO HARRIS FINANCIAL ADVISORS, INC.

BMO HARRIS FINANCIAL ADVISORS, INC.

Primary Firm SEC Registration

STRATEGIC INVESTMENT SOLUTIONS, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 6/18/2013

SIE

Date: 7/30/2018

Series 7

Date: 2/9/2013

Current Firm

STRATEGIC INVESTMENT SOLUTIONS, INC.

Contact information

SEC notice filing (11 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

STRATEGIC INVESTMENT SOLUTIONS, INC.

TRUST BUT VERIFY

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