Matthew Erich Lemke

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 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

• 09/2006 → Present
  Raymond James Financial Services
  Crystal Lake, IL
• 01/2009 → Present
  Raymond James Financial Services Advisors, Inc
  Crystal Lake, IL
• 10/2011 → Present
  Summit Wealth Strategies
  Crystal Lake, IL
• 09/2007 → Present
  Gmf Lemke Financial Inc
  Crystal Lake, IL
• 10/2008 → Present
  N/A
  Crystal Lake, IL

Other Businesses

(1)Name of Business: GMF Lemke Financial, Inc Address: 365 Millennium Dr Ste C, Crystal Lake, IL, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 01/13/2014 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: President of S-Corp (2)Name of Business: Summit Wealth Strategies Address: 365 Millennium Dr Ste C, Crystal Lake, IL, 60012, United States Activity Type: Support Company - Owner Position/Title: Other, Officer - President Investment Related: No Start Date: 10/10/2011 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: 100% owner in S-Corp

Exams

• S65 Uniform Investment Adviser Law Examination
  2006-12-14
• S63 Uniform Securities Agent State Law Examination
  2003-01-03

Other Names

• Matt Erich Lemke