Unclaimed Profile

James John Matuszak

HALL & ROMKEMA FINANCIAL SERVICES, L.L.C.·EAST LANSING, Michigan

Clean recordHALL & ROMKEMA FINANCIAL SERVICES, L.L.C.

3495 COOLIDGE, EAST LANSING, MI 48823CRD# 2048308Firm CRD# 124609

Profile Verification

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

Identity

James John Matuszak · EAST LANSING, MI

Registration

CRD #2048308 · HALL & ROMKEMA FINANCIAL SERVICES, L.L.C.

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

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.

Focus Areas

Specialties

Investment Management

Wealth Management

Fee-Only Advisory

Client Types

Individuals

Introduction

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Firm Overview

Firm

HALL & ROMKEMA FINANCIAL SERVICES, L.L.C.

AUM

$51M

Regulatory assets under management

Employees

Total firm employees

View all advisors at HALL & ROMKEMA FINANCIAL SERVICES, L.L.C. →

Services

Portfolio management (individuals)

Selection of other advisers

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 2048308

Firm CRD# 124609

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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