Matthew Arndt, CFA®, CPA, CFP®
Chicago, Illinois, 60603
Member Since 2008
We started Balanced Asset Strategies, Ltd. to help individuals and families grow their savings and protect these savings from the unforeseen. We look for people who are committed to financial success. We will help you define and articulate where you want to be and help you prioritize your concerns. We understand that your financial well-being is not limited to investment advice, and we will make recommendations on all potential risks to your goals. We expect that your commitment to our process will match our high level of
commitment to you.
My Location
Background Information
Years of Financial Experience
- 15
Education
- University of Wisconsin-Madison (Bachelor of Science in Economics)
Certifications and Designations
- CFA®
- CPA
- CFP®
Association Memberships
- AICPA
- CFA Institute
- CFA Society of Chicago
Methods of Compensation
- Financial Planning: Asset-based fee, Hourly fee, Fixed fee
- Investment Services: Asset-based fee, Hourly fee
Primary Custodian(s)
- TD Ameritrade Institutional
Types of Financial Reports
- Performance Report
- Custodial Report (Monthly)
- Newsletter (Monthly)
Additional Business Practices
- I work with remote clients over the telephone and Internet
- I review my clients' financial plans with them
- I review my clients' investment portfolios with them
Registration & Licensing
- CRD/IARD Number: 5290358
- Insurance Licenses: Life, Annuity, Long-Term Care, Disability
Company Names
- Registered Investment Advisor: Balanced Asset Strategies, Ltd.
- Broker/Dealer: None
Compliance Record
- No Disclosures
Criminal Record
- No Disclosures
Disclosure(s)
- View StatementDifferent types of investments involve varying degrees of risk, and there can be no assurance that any specific investment will either be suitable or profitable for a client\'s investment portfolio. No client or prospective client should assume that any information presented on this website, or websites linked to, serves as the receipt of, or a substitute for, personalized individual advice from the advisor or any other investment professional.
- View Statement
Planning Services
- Financial Planning, Retirement, College Funding, Estate, Charitable
Investment Services
- Strategy Development, Written investment policy, Asset allocation, Performance Reporting, Tax Efficient Strategies
Investment Products
- So that you avoid the conflicts of interest, we do not accept commissions on investment products
Insurance Products
- Life, Fixed Annuity, Long-Term Care, Disability Income, Health
Tax Advice & Services
- Tax Clients: Individuals & Families, Businesses
- Tax Services: Tax Efficient Investing
Visit Website - http://www.balancedassetstrategies.com
