Matthew A. Schwegman

COMPOSEDPRO

San Antonio, TX 78259

Some features on this profile are disabled

CRD#: 5967562

Professional summary

Matthew Aaron Schwegman, CFP®, who also goes by Matt Schwegman, is a registered financial advisor currently at COMPOSEDPRO, INC. located in San Antonio, Texas.

Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Matthew has worked at 2 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Matt Schwegman

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.

EMPLOYER: MATT SCHWEGMAN, CPA PLLC BUSINESS: NON-INVESTMENT RELATED ADDRESS: 22235 MIDBURY; SAN ANTONIO, TX 78259 NATURE OF BUSINESS: TAX PREPARER TITLE: PRESIDENT HOURS PER MONTH: 4 HOURS DURING SECURITIES TRADING HOURS: 0 DUTIES: INCOME TAX PREPARATION EMPLOYER: COMPOSED FINANCIAL MANAGEMENT, PLLC BUSINESS: NON-INVESTMENT RELATED ADDRESS: 22235 MIDBURY; SAN ANTONIO, TX 78259 NATURE OF BUSINESS: SMALL BUSINESS ACCOUNTING AND FINANCIAL CONSULTING TITLE: PRESIDENT HOURS PER MONTH: 4 HOURS DURING SECURITIES TRADING HOURS: 0 DUTIES: SMALL BUSINESS CONSULTANT EMPLOYER: MADE IN THE SHADE BUSINESS: NON-INVESTMENT RELATED ADDRESS: 2523 BOARDWALK ST; SAN ANTONIO, TX 78217 NATURE OF BUSINESS: FRANCHISOR OF CUSTOM WINDOW TREATMENTS TITLE: CFO HOURS PER MONTH: 125 HOURS DURING SECURITIES TRADING HOURS PER MONTH: 100 DUTIES: OVERSEE FINANCIAL, ACCOUNTING, AND TAX ACTIVITIES

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew Aaron Schwegman'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: 2016

Experience

Current

September 24, 2018 - Present

COMPOSEDPRO, INC.

Office #1: 22235 Midbury, San Antonio, TX 78259

RIA

CRD#: 297440

San Antonio, TX

Past

January 17, 2012 - January 2, 2020

COMPOSED FINANCIAL MANAGEMENT

RIA

CRD#: 158801

HUMBLE, TX

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

Texas
(9/24/2018)

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 65

Date: 5/6/2011

Uniform Investment Adviser Law Examination

Current Firm

COMPOSEDPRO, INC.

CRD#: 297440 / SEC#: 801-114026

RIA

Registered Investment Advisory firm - (1/2/2020 Terminated)

Texas

Registered Investment Advisory firm - (11/26/2019 Approved)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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

22235 Midbury, San Antonio, TX 78259

Mailing Address

Phone number

(281) 705-7161

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	240
AUM (Assets Under Management)	$ 29,546,057

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

Robert Armendariz

EAGLE STRATEGIES LLC

IAR

SAN ANTONIO, TX

Christopher Hall

LPL FINANCIAL LLC

IAR

San Antonio, TX

Joe-ben O'banion

TITLEIST ASSET MANAGEMENT, LLC

IAR

SAN ANTONIO, TX

Why Advisor Check

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Matthew A. Schwegman

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew Aaron Schwegman's CRS (Customer Relationship Summary).

Certified licenses

Experience

COMPOSEDPRO, INC.

COMPOSED FINANCIAL MANAGEMENT

State Registrations and Notice Filings

Exams

Series 65

Date: 5/6/2011

Current Firm

COMPOSEDPRO, INC.

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

COMPOSEDPRO, INC.

TRUST BUT VERIFY

Similar Advisors