Matthew J Arhontas

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

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

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

Current Employers

Employment History

• 04/2016 → Present
  Lpl Financial, Llc
  La Grange, IL
• 04/2016 → 07/2022
  Horizon Wealth Management, Llc
  La Grange, IL

Previous Registrations

• 2016-05-17 → 2022-08-23
  Horizon Wealth Management
  La Grange, IL
• 2012-05-22 → 2012-10-05
  Lpl Financial Llc
  Lagrange, IL

Exams

• S66 Uniform Combined State Law Examination
  2016-05-12

Designations

• Certified Financial Planner

Other Names

• Matt Arhontas
• Matthew Arhontas