Matthew August Glatz

Employer firm

Raymond James & Associates, Inc. CRD 705

$501B regulatory AUM 2,231 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2011 → Present
  Raymond James & Associates, Inc.
  Peoria, IL

Previous Registrations

• 1999-10-28 → 2011-08-23
  Robert W. Baird & Co. Incorporated
  Peoria, IL
  Peoria Heights, IL

Other Businesses

(1)Name of Business: God's Country LLC Address: 105 IL-97, Maquon, IL, 61458, United States Activity Type: Agriculture/Farming Position/Title: Investment Related: No Start Date: 01/01/2020 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: (2)Name of Business: Hilltop Partners V LLC Address: 145 Sunset Court , Morton, IL, 61550, United States Activity Type: Business Owner Position/Title: Partner Investment Related: No Start Date: 01/31/2021 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: coordination with tax professional for LLC (3)Name of Business: Morton Rentals LLC Address: 620 Harding Rd, Morton, IL, 61550, United States Activity Type: Business Owner Position/Title: Owner/Proprietor Investment Related: No Start Date: 08/01/2019 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I attend board meetings quarterly but I am not a part of any day-to-day decision making.

Exams

• S63 Uniform Securities Agent State Law Examination
  1997-06-26
• S65 Uniform Investment Adviser Law Examination
  1997-06-26