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David William Matuszak

Strategic Investment Solutions, Inc.

Orland Park, IL

CRD 5896737

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Employer firm

Strategic Investment Solutions, Inc. CRD 143128

$830M regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)

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

Current Employers
Strategic Investment Solutions, Inc.

9501 W 144Th Place, Orland Park, IL 60462-2562 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2018-08-31
  • IL RA
    APPROVED
    Since 2018-08-31

Branch Locations

9501 W 144Th Place, Orland Park, IL 60462-2562 • 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
Bmo Harris Financial Advisors Chicago IL 10/2015 06/2017
Bmo Harris Financial Advisors, Inc. Chicago IL 06/2017 12/2017
The Huntington Investment Company Orland Park IL 01/2018 08/2018
Jones Lang Lasalle Chicago IL 08/2018 04/2019
Forum Financial Management, Lp Lombard IL 03/2021 Present
Strategtic Investment Solutions Orland Park IL 08/2018 Present
  • 10/2015 → 06/2017
    Bmo Harris Financial Advisors
    Chicago, IL
  • 06/2017 → 12/2017
    Bmo Harris Financial Advisors, Inc.
    Chicago, IL
  • 01/2018 → 08/2018
    The Huntington Investment Company
    Orland Park, IL
  • 08/2018 → 04/2019
    Jones Lang Lasalle
    Chicago, IL
  • 03/2021 → Present
    Forum Financial Management, Lp
    Lombard, IL
  • 08/2018 → Present
    Strategtic Investment Solutions
    Orland Park, IL
Previous Registrations
Other Businesses

Fixed Insurance Sales

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2013-06-18
  • S66 Uniform Combined State Law Examination
    2013-06-18
Designations
  • Certified Financial Planner

View on SEC IAPD

Nearby Firms

MORGAN STANLEY
OSAIC WEALTH, INC.
CETERA INVESTMENT ADVISERS LLC

Nearby Investors

ANDREA PAGLIARO
Randall Andrew Scianna
KRISTEN ANNE ROSE

Nearby Offices

MORGAN STANLEY · Orland Park, IL
OSAIC WEALTH, INC. · Orland Park, IL
CETERA INVESTMENT ADVISERS LLC · ORLAND PARK, IL

More in Orland Park, IL

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