Matthew J. Ohlandt
Professional summary
Matthew Joseph Ohlandt is a registered financial professional currently at ASSETMARK BROKERAGE, LLC located in Concord, California.
Matthew is registered as a RR (Registered Representative) and started their career in finance in 2025. Matthew has worked at 2 firms and has passed the Series 99TO and SIE exams.
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Matthew Joseph Ohlandt's CRS (Customer Relationship Summary).
Certified licenses
Experience
June 2, 2026 - Present
ASSETMARK BROKERAGE, LLC
Office #1: 1655 Grant Street 10th Floor, Concord, CA, 94520July 24, 2025 - May 21, 2026
D.A. DAVIDSON & CO.
State Registrations and Notice Filings
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Visual representation of state registrations
Exams
Series 99TO
Date: 7/23/2025
Operations Professional ExaminationFINRA
Current Firm
ASSETMARK BROKERAGE, LLC
CRD#: 169804 / SEC#: , 8-69391
Contact information
FINRA licenses (53 States and Territories)
Documents
Red Flags
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Company Information
ASSETMARK BROKERAGE, LLC
CRD#: 169804Concord, CA 94520TRUST BUT VERIFY
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