Unclaimed Profile

Matthew Tristen Theil

BLAKE-SCHUTTER WEALTH ADVISORS LLC·DAYTON, Ohio

Series 6, Series 63, Series 66Clean record19 years registeredBLAKE-SCHUTTER WEALTH ADVISORS LLC

7777 WASHINGTON VILLAGE DR., DAYTON, OH 45459CRD# 2379377Firm CRD# 292661

Profile Verification

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

Identity

Matthew Tristen Theil · DAYTON, OH

Registration

CRD #2379377 · BLAKE-SCHUTTER WEALTH ADVISORS LLC · 19 years registered

Brand Profile

Not yet started

Career History

BLAKE SCHUTTER THEIL WEALTH ADVISORS, LLC

Sep 2024 – present

RAY|THEIL WEALTH MANAGEMENT, LLC

May 2011 – Jul 2024

BEAVERCREEK, OH

DEAN FINANCIAL SERVICES

Mar 2007 – Jun 2011

BEAVERCREEK, OH

DEAN INVESTMENTS

Mar 2007 – Jun 2011

BEAVERCREEK, OH

Registrations & Exams

FINRA examinations passed

Series 6

Series 63

Series 66

Registration record

First registered · March 27, 2007

Years registered · 19

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

BLAKE SCHUTTER THEIL WEALTH ADVISORS, LLC

CRD 292661 · SEC 801-117244

AUM

$456M

Regulatory assets under management

Employees

377 client accounts

Services offered by BLAKE SCHUTTER THEIL WEALTH ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at BLAKE SCHUTTER THEIL WEALTH ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Matthew Tristen Theil offer?

Matthew Tristen Theil specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in DAYTON, Ohio for a consultation.

What are Matthew Tristen Theil's credentials?

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

Where is Matthew Tristen Theil located?

Matthew Tristen Theil is based in DAYTON, Ohio, working with BLAKE-SCHUTTER WEALTH ADVISORS LLC. Their office serves clients in the DAYTON metropolitan area and surrounding communities.

How does Matthew Tristen Theil charge for services?

Matthew Tristen Theil's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is BLAKE-SCHUTTER WEALTH ADVISORS LLC?

BLAKE-SCHUTTER WEALTH ADVISORS LLC has approximately 5 employees and manages $456M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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