Matthew Tristen Theil

Employer firm

Blake Schutter Theil Wealth Advisors, LLC CRD 292661

$459M regulatory AUM 11 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

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

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

Current Employers

Employment History

• 05/2011 → 06/2024
  Ray|Theil Wealth Management, Llc
  Beavercreek, OH
• 07/2024 → Present
  Blake Schutter Theil Wealth Advisors, Llc
  Dayton, OH

Previous Registrations

• 2011-05-23 → 2024-07-16
  Ray|Theil Wealth Management, Llc
  Beavercreek, OH
• 2007-03-27 → 2011-06-14
  Dean Investments
  Beavercreek, OH
• 2007-03-27 → 2011-06-14
  Dean Financial Services
  Beavercreek, OH

Other Businesses

Ray|Theil Wealth Management, 7777 Washington Village Dr, Dayton, OH 45459, Tax Services, Owner as of May 2011, approximately 20 hours per month, 1 hour a month during trading hours. Duties are operating ownership of tax services business. Ray Income Tax Services, Residual Income from sale of Ray|Theil Wealth Management. No duties.

Exams

• S66 Uniform Combined State Law Examination
  1998-12-08
• S63 Uniform Securities Agent State Law Examination
  1998-05-29

Other Names

• Matthew Theil
• Matt Theil