Matthew J. Barnard
Professional summary
Matthew James Barnard, CFP®, who also goes by Matthew Barnard, is a registered financial advisor currently at MAPLEWOOD WEALTH located in Arlington Heights, Illinois.
Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Matthew has worked at 6 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.
Biography
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Matthew James Barnard's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2015
Experience
March 22, 2024 - Present
MAPLEWOOD WEALTH
June 10, 2021 - June 28, 2023
SULLIVAN MERMEL, INC.
January 29, 2018 - May 4, 2020
SHANKERVALLEAU WEALTH ADVISORS, INC.
March 24, 2015 - November 27, 2017
COUNTRY CAPITAL MANAGEMENT COMPANY
February 24, 2014 - March 4, 2015
STRATEGIC ADVISERS LLC
April 12, 2013 - February 27, 2015
FIDELITY BROKERAGE SERVICES LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(3/22/2024)
Exams
Current Firm
MAPLEWOOD WEALTH
CRD#: 328353 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 10 |
| AUM (Assets Under Management) | $ 1,434,034 |
Red Flags
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