Unclaimed Profile

Mathew W Hunnicutt

SKYLINER WEALTH, LLC·BEND, Oregon

SIE, Series 7, Series 24, Series 66CFPClean record23 years registeredSKYLINER WEALTH, LLC

750 NW CHARBONNEAU STREET, BEND, OR 97703CRD# 4653059Firm CRD# 332426

Profile Verification

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

Identity

Mathew W Hunnicutt · BEND, OR

Registration

CRD #4653059 · SKYLINER WEALTH, LLC · 23 years registered

Brand Profile

Not yet started

Career History

TRUE WEALTH GROUP

Aug 2024 – present

MY LEGACY ADVISORS, LLC

Nov 2017 – Oct 2024

Bend, OR

SII INVESTMENTS, INC.

Nov 2006 – Nov 2017

LAKE OSWEGO, OR

AXA ADVISORS, LLC

May 2003 – Nov 2006

PORTLAND, OR

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 66

Registration record

First registered · May 13, 2003

Years registered · 23

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

SKYLINER WEALTH, LLC

CRD 332426 · SEC 801-130948

AUM

$108M

Regulatory assets under management

Employees

449 client accounts

Services offered by SKYLINER WEALTH, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at SKYLINER WEALTH, LLC →

Introduction

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Frequently Asked Questions

What services does Mathew W Hunnicutt offer?

Mathew W Hunnicutt specializes in Financial Planning, Investment Management. Contact their office in BEND, Oregon for a consultation.

What are Mathew W Hunnicutt's credentials?

Mathew W Hunnicutt holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Mathew W Hunnicutt located?

Mathew W Hunnicutt is based in BEND, Oregon, working with SKYLINER WEALTH, LLC. Their office serves clients in the BEND metropolitan area and surrounding communities.

How does Mathew W Hunnicutt charge for services?

Mathew W Hunnicutt's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is SKYLINER WEALTH, LLC?

SKYLINER WEALTH, LLC has approximately 2 employees and manages $108M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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