Matthew James Wenzinger

Current Employers

Employment History

• 01/1998 → 02/2025
  Concourse Financial Group Securities Inc
  Port Clinton, OH
• 02/2003 → 02/2025
  Concourse Financial Group Securities Inc
  Port Clinton, OH
• 02/2003 → Present
  (Dba) Wenzinger Financial Services
  Port Clinton, OH
• 02/2025 → Present
  Cetera Wealth Services, Llc
  Port Clinton, OH
• 02/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2003-02-27 → 2025-02-20
  Concourse Financial Group Securities, Inc.
  Port Clinton, OH
  Port Clinton, OH
  Birmingham, AL

Other Businesses

(dba) WENZINGER FINANCIAL SERVICES; Investment Related; 130 Jefferson Street, Port Clinton, OH 43452; Financial and Insurance Services; Owner/Producer; Start date: 09/1998; 30 hours per month with all of those 30 hours occurring during trading hours; Offering life, fixed annuity, and other insurance products and services. >> WENZINGER FINANCIAL PLANNING; Investment related; 130 Jefferson Street, Port Clinton, OH 43452; Financial and Investment Services; Financial Planner; Start Date 09/1998 as a research analyst for my CFP father; then, 02/2003 as a financial planner; 20 hours per month with all of those 20 hours occurring during trading hours; Financial planning services. >> TRUSTEE; Non-Investment Related; Sandusky, OH; Trust; Trustee; Start Date 02/2020; 1 hour per month; Serve, along with my siblings, as trustee of my parent's trust with the possibility of servicing in the future as POA (Power of Attorney). I/we make sure that the tax filings of the trust are made annually.

Exams

• S66 Uniform Combined State Law Examination
  2003-12-18
• S63 Uniform Securities Agent State Law Examination
  1998-04-27

Other Names

• Matt Wenzinger