Matthew
Schaap

Ofm Wealth

CRD#7553414
Investment Advisor
in Orland Park, IL

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About this Advisor

Matthew Schaap is a financial advisor based in Orland Park, Illinois, working with Ofm Wealth. Matthew has previously held positions at Trinity Christian College, Ogrizovich Financial Management, Ketone Partners, Hoffman Estates Park District, Busey Wealth Management, University Of Illinois, Heritage Planning Partners, and Ofm Wealth. Matthew is registered to provide services in Illinois and Texas. Currently, Matthew is part of Ofm Wealth, which operates out of Orland Park, Illinois. The firm has 2 offices and 6 employees. The firm manages assets totaling $291.2 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at Ofm Wealth includes asset-based and hourly fees.

Certifications and Registrations

CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges

Office Location

Winterset Office Park 10709 West 159Th Street
Orland Park, IL 60467

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Ofm Wealth Brokerage Details

Total Assets Under Management

$291,214,586

IL Average: $6,674,516,078
Total Number of Employees

6

IL Average: 44
Total Number of Accounts

919

IL Average: 2,564
Average Account Size

$316,882

IL Average: $2,603,165

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Matthew Schaap Work History

2022 - Present (2 years)

University Of Illinois

2022 - Present (2 years)

Ofm Wealth

2022 - 2022 (< 1 year)

Heritage Planning Partners

2017 - 2017 (< 1 year)

Hoffman Estates Park District

2017 - 2022 (5 years)

Busey Wealth Management

2016 - 2017 (1 year)

Ketone Partners

2014 - 2016 (2 years)

Ogrizovich Financial Management

2012 - 2016 (4 years)

Trinity Christian College

Disclosures

Please visit the SEC profile of Matthew Schaap to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Ofm Wealth

Cristine Marik
Orland Park, IL
Matthew Schaap
Orland Park, IL
Sam Ogrizovich
Orland Park, IL

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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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 the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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