MT
Matthew Theil
from Ray|theil Wealth Management, LLC
Matthew Theil is a financial advisor based in Ohio, Beavercreek,
with 27 years of experience. Matthew currently works for
Ray|theil Wealth Management, LLC.
Matthew maintains the following licenses: S63 (Uniform Securities Agent State Law Examination), S66 (Uniform Combined State Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Matthew Theil works at Ray|theil Wealth Management, LLC
Ray|theil Wealth Management, LLC is a financial advisory firm based in Beavercreek, Ohio. It currently has approximately $214,296,208 of assets under management and employs about 2 people. Ray|theil Wealth Management, LLC uses a fee structure of a percentage of assets under your management and hourly charges.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Uniform Combined State Law Examination (S66)
Years registered
8 years
Fee structure
A percentage of assets under your management and hourly charges
Office location
70 Birch Alley, Suite 202, Beavercreek, Ohio, 45440
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