Matthew A Cichocki

Employer firm

Western Wealth Management LLC CRD 283545

$5.36B regulatory AUM 39 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

• 06/2005 → 05/2021
  Charles Schwab & Co., Inc.
  Denver, CO
• 10/2010 → 05/2021
  Charles Schwab Bank
  Denver, CO
• 06/2015 → Present
  Rental House
  Denver, CO
• 05/2021 → Present
  Western Wealth Management, Llc
  Golden, CO

Previous Registrations

• 2007-11-08 → 2021-06-03
  Charles Schwab & Co., Inc.
  Englewood, CO
  Englewood, CO
  Englewood, CO
  Denver, CO
  Englewood, CO

Other Businesses

1. Rental House, Denver, CO, 06/01/2015, I own a house that I rent. hours per month, less then 20, Owner/Landlord. 2. Enrolled Agent/Tax Preparer; Investment Related; 440 Indiana ST. Golden, CO 80210; Prepare taxes; 03/2021; 20hours per month; 10 hours per month during securities trading hours;

Exams

• S66 Uniform Combined State Law Examination
  2007-11-06
• S63 Uniform Securities Agent State Law Examination
  2005-12-30

Designations

• Certified Financial Planner