Matthew Hutton CFP®, B.A, M.B.A-FP

Matthew Hutton CFP®, B.A, M.B.A-FP

Followers of Matthew Hutton CFP®, B.A, M.B.A-FP1000 followers
location of Matthew Hutton CFP®, B.A, M.B.A-FPSherman, Illinois, United States

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  • Timeline

  • About me

    Providing clarity for the road ahead, I assist my clients in realizing and achieving life's most important financial goals.

  • Education

    • McKendree University

      2006 - 2010
      Bachelor of Business Administration - BBA Finance & Economics 3.215

      Activities and Societies: Phi beta lambda Scholarship football player Attended McKendree University from 2006-2010Received my Bachelors of Business Administration in Finance and Economics in four years by taking a full 18 credit hour/semester course load while balancing the full time requirements of being a collegiate athlete, and fulfilling scholarship community service requirements of 25 hours per semester. BUSINESS CURRICULUMPRINCIPLES OF ACCOUNTING I PRINCIPLES OF ACCOUNTING II PRINCIPLES OF MICROECONOMICS PRINCIPLES OF… Show more Attended McKendree University from 2006-2010Received my Bachelors of Business Administration in Finance and Economics in four years by taking a full 18 credit hour/semester course load while balancing the full time requirements of being a collegiate athlete, and fulfilling scholarship community service requirements of 25 hours per semester. BUSINESS CURRICULUMPRINCIPLES OF ACCOUNTING I PRINCIPLES OF ACCOUNTING II PRINCIPLES OF MICROECONOMICS PRINCIPLES OF MACROECONOMICS BUSINESS LAW I BUSINESS LAW II PRINCIPLES OF BUSINESS FINANCE QUANTITATIVE ANALYSIS FOR BUSINESS DECISIONS STATISTICS PRINCIPLES OF MANAGEMENT PRINCIPLES OF MARKETING MANAGEMENT INFORMATION SYSTEMS BUSINESS STRATEGY AND POLICY MONEY AND BANKING MANAGERIAL ECONOMICS INVESTMENTSFINANCIAL MANAGEMENT – APPLICATIONS & CASES INTERNATIONAL BUSINESSINTRO INTERNATIONAL RELATIONSCURRENT ECONOMIC ISSUESCONSUMER FINANCE Show less

    • California Lutheran University

      2011 - 2013
      MBA FP Financial Planning 3.84GPA

      Worked Full time at my current registered investment advisory firm while obtaining my MBA-FPMBA-FP Curriculum:Financial Principles and Policies Introduction to Financial Planning Tax Management and Strategy Investments and Portfolio Management Employee Benefits and Retirement Planning Risk Management and Insurance Principles of Estate Planning Capstone Course in Financial Planning Statistical Analysis for Managers Macro Economics for Investments… Show more Worked Full time at my current registered investment advisory firm while obtaining my MBA-FPMBA-FP Curriculum:Financial Principles and Policies Introduction to Financial Planning Tax Management and Strategy Investments and Portfolio Management Employee Benefits and Retirement Planning Risk Management and Insurance Principles of Estate Planning Capstone Course in Financial Planning Statistical Analysis for Managers Macro Economics for Investments Managerial Accounting Behavioral Finance Business Ethics Law for Business Executives Marketing Theory Management Concepts for Information Technology Show less

  • Experience

    • NBS Financial Services, Inc.

      May 2010 - Feb 2017

      As a CERTIFIED FINANCIAL PLANNER™ my Job entails:-Working with clients to discover and prioritize their financial goals. I asses the clients current financial situation, converse with client about goals both personal and financial, and assist them in determining a prioritized goal hierarchy. -Developing comprehensive financial plans to meet the clients need, goals and objectives Tax Planning, Education Planning, Goal Obtainment Planning, Retirement Planning, Estate Planning-Investment Management Developing investment policy statements utilizing investment products and a custom asset allocation in order to achieve client goals while mitigating unnecessary tax burdens and portfolio risk. *Ongoing investment management of client assets, updating & evolving investment allocation and financial plans to reflect the changing realites in the clients personal and financial life. Core Planning Areas:-Wealth Management (comprehensive)-Financial Planning (development of plans to meet specific Financial Goals)-Investment Management-Education Planning-Retirement Planning-Estate Planning (Working in conjunction with your estate planning attorney we will develop a estate plan that will help to ensure a legacy for you beneficiaries) Show less Client Services Manager-Client Servicing -Addressing client needs -Producing & processing client account paperwork -Processing money movement requests -Processing account deposits -Filing account paperwork and client correspondence -Co-operate Client Portfolio Database (Schwab Portfolio Center) -Reconciliation of database -Client account reporting -Gain/loss reporting -Quarterly report generation/billing-Manage Client Relationship Management System -Implemented new system for firm in 2010 (Redtail Technologies CRM)-Back Office Duties-Notarization of client documents -Licensed Notary Public since 2010 Show less

      • CERTIFIED FINANCIAL PLANNER™ / CFP®

        Jan 2014 - Feb 2017
      • Client Services Manager

        May 2010 - Dec 2013
    • 805 Bears-Semi-Professional Football Team

      Feb 2016 - Jun 2016
      Offensive Line Coach

      I worked with the Athletes in the areas offensive line technique and conditioning. I assisted the Offensive coordinator with blocking packages with various offensive schemes., and defensive fronts.

    • Zeiders Enterprises, Inc.

      Mar 2017 - Oct 2019
      Personal Financial Counselor

      I assisted enlisted military members navigate the personal finance universe in search of financial independence and wealth generation.

    • Regions Bank

      Nov 2019 - Apr 2024
      Branch Manager
    • Greater Midwest Financial Group of Prudential Advisors

      May 2024 - now
      Financial Advisor
  • Licenses & Certifications

    • CERTIFIED FINANCIAL PLANNER

      CFP Board
      Jan 2014
      View certificate certificate
    • Life and Health Insurance License

      National Association of Insurance Commissioners (NAIC)
      Jul 2020
    • Securities Industry Essentials (SIE)

      FINRA
      Nov 2023
    • Series 66

      NASAA
      Feb 2024
    • Series 7

      FINRA
      Apr 2024