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Current Employers
Vision Wealth Management, Inc.

2000 Oakley Parkway 204-E, Commerce Twp, MI 48390 • United States

Current Registrations

AuthorityCategoryStatusDate
IN RA APPROVED 2026-06-16
TX RA APPROVED_RES 2025-09-12
IL RA APPROVED 2023-09-15
FL RA APPROVED 2023-04-25
MI RA APPROVED 2023-01-30
  • IN RA
    APPROVED
    Since 2026-06-16
  • TX RA
    APPROVED_RES
    Since 2025-09-12
  • IL RA
    APPROVED
    Since 2023-09-15
  • FL RA
    APPROVED
    Since 2023-04-25
  • MI RA
    APPROVED
    Since 2023-01-30

Branch Locations

2000 Oakley Parkway 204-E, Commerce Twp, MI 48390 • United States

Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2021-03-18
MI RA APPROVED 2020-09-25
  • TX RA
    APPROVED_RES
    Since 2021-03-18
  • MI RA
    APPROVED
    Since 2020-09-25

Branch Locations

4488 Jackson Rd, Ste 7B, Ann Arbor, MI 48103 • United States

2000 Oakley Park Rd Ste 204-E, Commerce Twp, MI 48390 • United States

104 State St Ste 1, Charlevoix, MI 49720 • 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
Zf Trw Automotive Holdings Corp. Livonia MI 07/2016 06/2018
Lpl Financial Llc Farmington Hills MI 03/2017 06/2018
Fsc Securities Corp Atlanta GA 06/2018 09/2020
Lpl Financial, Llc Bloomfield Hills MI 09/2020 Present
Vision Wealth Management, Inc. Bloomfield Hills MI 01/2023 Present
Previous Registrations
  • 2018-06-29 → 2020-09-29
    Fsc Securities Corporation
    Trenton, MI
  • 2017-03-16 → 2018-07-11
    Farmington Hills, MI
  • 2015-12-11 → 2016-07-21
    Western International Securities, Inc.
    Novi, MI
    New York, NY
    Novi, MI
  • 2013-07-29 → 2015-12-17
    West Bloomfield, MI
    Livonia, MI
  • 2014-09-30 → 2015-06-08
    Plymouth, MI
Other Businesses

1)9/25/2020- Vision Wealth Management Group- DBA for LPL Business (entity for LPL business)- Inv. Related- Bloomfield Hills, MI - start date 7/21/2020- 100% 2)9/25/2020- Vision Wealth Management Group-Non-Variable Insurance- Agent- Inv. Related- Bloomfield MI- start date 7/21/2020 3)2/8/2023 - Vision Wealth Management - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Start Date - 01/31/2023 - 160 Hours Per Month/160 Hours During Securities Trading - I provide investment advisory services through Vision Wealth Management, an independent investment advisor firm. I started this business activity in 01/2023. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2013-07-23
  • S66 Uniform Combined State Law Examination
    2013-07-23
Other Names
  • Matt Saltzgaber
  • Matthew S Saltzgaber

View on SEC IAPD

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