Unclaimed Profile

Matthew H Eilers

USA FINANCIAL FORMULAS LLC·ADA, Michigan

SIE, Series 7, Series 66Clean record13 years registeredUSA FINANCIAL FORMULAS LLC

6020 EAST FULTON STREET, ADA, MI 49301CRD# 5514093Firm CRD# 139987

Profile Verification

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

Identity

Matthew H Eilers · ADA, MI

Registration

CRD #5514093 · USA FINANCIAL FORMULAS LLC · 13 years registered

Brand Profile

Not yet started

Career History

IMPACT PARTNERSHIP WEALTH, LLC

Jul 2025 – present

FOUNDATIONS INVESTMENT ADVISORS LLC

Jun 2024 – Jul 2025

Grand Rapids, MI

AE WEALTH MANAGEMENT, LLC

Dec 2023 – Jun 2024

Grand Rapids, MI

SIGNAL ADVISORS WEALTH, LLC

Mar 2023 – Nov 2023

ADA, MI

USA FINANCIAL SECURITIES CORPORATION

Aug 2012 – Oct 2022

ADA, MI

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 66

Registration record

First registered · August 17, 2012

Years registered · 13

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

USA FINANCIAL FORMULAS LLC

CRD 139987 · SEC 801-67442

AUM

$586M

Regulatory assets under management

Employees

6,411 client accounts

Services offered by USA FINANCIAL FORMULAS LLC

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

View all advisors at USA FINANCIAL FORMULAS LLC →

Introduction

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Frequently Asked Questions

What services does Matthew H Eilers offer?

Matthew H Eilers specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in ADA, Michigan for a consultation.

What are Matthew H Eilers's credentials?

Matthew H Eilers is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Matthew H Eilers located?

Matthew H Eilers is based in ADA, Michigan, working with USA FINANCIAL FORMULAS LLC. Their office serves clients in the ADA metropolitan area and surrounding communities.

How does Matthew H Eilers charge for services?

Matthew H Eilers's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is USA FINANCIAL FORMULAS LLC?

USA FINANCIAL FORMULAS LLC has approximately 52 employees and manages $586M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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