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David William Matuszak

Strategic Investment Solutions, Inc.

Orland Park, IL

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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

View on SEC IAPD

Other Firms

MORGAN STANLEY
OSAIC WEALTH, INC.
CETERA INVESTMENT ADVISERS LLC
W&S BROKERAGE SERVICES, INC.
WAVE & BREAKOUT L.L.C.
HIGHPOINT PLANNING PARTNERS
WELLS FARGO CLEARING SERVICES, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Other Investors

ANDREA PAGLIARO
Randall Andrew Scianna
KRISTEN ANNE ROSE
CHRISTINA A Valtierra
Pamela Jean Tattas
MARK ANTHONY GIOVANAZZI
DEBRA J BAKER
CRAIG PATRICK CUNNINGHAM

Other Offices

MORGAN STANLEY · Orland Park, IL
OSAIC WEALTH, INC. · Orland Park, IL
CETERA INVESTMENT ADVISERS LLC · ORLAND PARK, IL
W&S BROKERAGE SERVICES, INC. · ORLAND PARK, IL
WAVE & BREAKOUT L.L.C. · ORLAND PARK, IL
HIGHPOINT PLANNING PARTNERS · ORLAND PARK, IL
WELLS FARGO CLEARING SERVICES, LLC · ORLAND PARK, IL
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · ORLAND PARK, IL

More in Orland Park, IL

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