Curtis
Matlin

Commonwealth Financial Network

CRD#2148114
Investment Advisor
in Winthrop Harbor, IL

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About this Advisor

Curtis Matlin is a chartered financial consultant working out of Winthrop Harbor, Illinois, who has been in the industry for 30 years. Matlin is an employee of Commonwealth Financial Network. Over the course of their career, they have held roles at Metlife Securities Inc, Commonwealth Financial Network, The New England, New England Sec. Corp and New England Securities. Matlin maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is registered to advise clients in Illinois. Commonwealth Financial Network is a company operating out of Winthrop Harbor, Illinois. It has offices in 1,090 locations and a total of 3,400 people on staff. It manages $111 billion in assets under management among its 436,517 accounts, placing it among the biggest financial advisory firms in the United States by assets under management. The firm advises 277 charitable organizations. Of its 436,517 accounts, just 4% are held by high-net-worth clients who have more than $1 million in investable assets. The business provides a broad range of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters and educational seminars. A financial advisor's fees usually depend on which services are offered. Fee types charged by Commonwealth Financial Network likely include any combination of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65, Chartered Financial Consultant

Years of Experience

30 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Publication of periodicals or newsletters, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Disclosures

No

Office Location

500 Skokie Blvd Suite 200
Winthrop Harbor, IL 60096

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Commonwealth Financial Network Brokerage Details

Total Assets Under Management

$111,440,393,319

IL Average: $16,012,751,954
Total Number of Employees

3,400

IL Average: 118
Total Number of Accounts

436,517

IL Average: 4,567
Average Account Size

$255,295

IL Average: $3,506,186

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Educational seminars/workshops

Curtis Matlin Work History

Curtis has 30 years of experience.

2016 - Present (6 years)

Commonwealth Financial Network

2015 - 2016 (1 year)

Metlife Securities Inc

1991 - 2016 (25 years)

New England Sec. Corp

1991 - 2016 (25 years)

New England Securities

1990 - 2016 (26 years)

The New England

Disclosures

Curtis Matlin has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Commonwealth Financial Network

Fred Scheffner
Salt Lake City, UT
Shane Keith
Payson, AZ
Brendan Bullett
North Adams, MA
Ryan Dignum
Fort Worth, TX
George Watson
Columbia, MD
Robert Miller
New Bern, NC
Laura Jastrab
Waltham, MA
Candice Jones
Sausalito, CA

The content in this profile was updated by SmartAsset on 08/06/2020 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact profile-compliance@smartasset.com. The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm, and financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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