Unclaimed Profile

Matthew Frank Bappert

PREMIER ASSET MANAGEMENT LLC·CHICAGO, Illinois

SIE, Series 7TO, Series 63, Series 65CFPClean record10 years registeredPREMIER ASSET MANAGEMENT LLC

4311 NORTH RAVENSWOOD AVE, CHICAGO, IL 60613CRD# 6569779Firm CRD# 115439

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Matthew Frank Bappert · CHICAGO, IL

Registration

CRD #6569779 · PREMIER ASSET MANAGEMENT LLC · 10 years registered

Brand Profile

Not yet started

Career History

LPL FINANCIAL LLC

Nov 2024 – present

PREMIER ASSET MANAGEMENT LLC

Sep 2022 – Jun 2023

CHICAGO, IL

1834 INVESTMENT ADVISORS CO.

Jan 2016 – Oct 2024

MILWAUKEE, WI

Registrations & Exams

FINRA examinations passed

SIE

Series 7TO

Series 63

Series 65

Registration record

First registered · January 23, 2016

Years registered · 10

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

PREMIER ASSET MANAGEMENT LLC

CRD 115439 · SEC 801-60559

Employees

Total firm employees

Services offered by PREMIER ASSET MANAGEMENT LLC

Per Form ADV

Other

View all advisors at PREMIER ASSET MANAGEMENT LLC →

Introduction

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Frequently Asked Questions

What services does Matthew Frank Bappert offer?

Matthew Frank Bappert is a registered financial advisor in CHICAGO, Illinois. Contact their office for details on services offered.

What are Matthew Frank Bappert's credentials?

Matthew Frank Bappert holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Matthew Frank Bappert located?

Matthew Frank Bappert is based in CHICAGO, Illinois, working with PREMIER ASSET MANAGEMENT LLC. Their office serves clients in the CHICAGO metropolitan area and surrounding communities.

How does Matthew Frank Bappert charge for services?

Matthew Frank Bappert's firm is compensated through other: n/a. no advisory services and no assets under management.. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is PREMIER ASSET MANAGEMENT LLC?

PREMIER ASSET MANAGEMENT LLC has approximately 2 employees. The firm is registered with the SEC as an investment adviser.

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