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James John Matuszak

HALL & ROMKEMA FINANCIAL SERVICES, L.L.C.·EAST LANSING, Michigan
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3495 COOLIDGE, EAST LANSING, MI 48823CRD# 2048308Firm CRD# 124609
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About

James John Matuszak is a registered financial advisor based in EAST LANSING, Michigan, affiliated with HALL & ROMKEMA FINANCIAL SERVICES, L.L.C.. This profile is generated from public SEC and FINRA registration data.

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Focus Areas

Specialties
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
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Firm Overview

Firm
HALL & ROMKEMA FINANCIAL SERVICES, L.L.C.
HALL & ROMKEMA FINANCIAL SERVICES, L.L.C.
AUM
$51M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at HALL & ROMKEMA FINANCIAL SERVICES, L.L.C. →
Services
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 2048308
Firm CRD# 124609
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does James John Matuszak offer?
James John Matuszak specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in EAST LANSING, Michigan for a consultation.
What are James John Matuszak's credentials?
James John Matuszak is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is James John Matuszak located?
James John Matuszak is based in EAST LANSING, Michigan, working with HALL & ROMKEMA FINANCIAL SERVICES, L.L.C.. Their office serves clients in the EAST LANSING metropolitan area and surrounding communities.
How does James John Matuszak charge for services?
James John Matuszak'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 HALL & ROMKEMA FINANCIAL SERVICES, L.L.C.?
HALL & ROMKEMA FINANCIAL SERVICES, L.L.C. has approximately 6 employees and manages $51M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in EAST LANSING
Terry Lee Hall — HALL & ROMKEMA FINANCIAL SERVICES, L.L.C.Joe Alan Romkema — HALL & ROMKEMA FINANCIAL SERVICES, L.L.C.Richard Lawrence Jr. Tanke — HALL & ROMKEMA FINANCIAL SERVICES, L.L.C.Bridget Christine Balesky — BRICK CAPITAL MANAGEMENT INCEric Garrard Nordberg — NORDBERG & VANDENBERG, INC.
Nearby cities in Michigan
GRAND RAPIDS (173)BLOOMFIELD HILLS (163)SOUTHFIELD (139)ANN ARBOR (109)BIRMINGHAM (97)
City Guides
GRAND RAPIDS GuideBLOOMFIELD HILLS GuideSOUTHFIELD GuideANN ARBOR GuideBIRMINGHAM Guide
Research
Advisor Fees in MichiganNational Fee Analysis
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