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Matthew Robert Michel

Vital Wealth Management, LLC

Rosemont, IL

CRD 3273872

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Employer firm

Vital Wealth Management, LLC CRD 156455

$301M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • EDUCATIONAL RETIREMENT PLAN PARTICIPANTS

From the firm’s Form ADV. Read the guides:

Current Employers
Vital Wealth Management, Llc

9501 Technology Blvd Suite 3600, Rosemont, IL 60018 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2026-01-11
  • IL RA
    APPROVED
    Since 2026-01-11

Branch Locations

9501 Technology Blvd Suite 3600, Rosemont, IL 60018 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Charles Schwab & Co., Inc. Orlando Park IL 01/2016 11/2024
Vital Wealth Management, Llc Rosemont IL 12/2024 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-05-14
S63 Uniform Securities Agent State Law Examination 2011-06-01
  • S66 Uniform Combined State Law Examination
    2015-05-14
  • S63 Uniform Securities Agent State Law Examination
    2011-06-01
Other Names
  • Matthew R Michel
  • Matthew R Michel

View on SEC IAPD

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ANTHONY JAMES KRATOFIL
DURAN FABRE ALLEN
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Nearby Offices

LPL FINANCIAL LLC · ROSEMOUNT, IL
LPL FINANCIAL LLC · ROSEMONT, IL
FIFTH THIRD SECURITIES, INC. · ROSEMONT, IL

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