Matthew Craig Essmann
Investment adviser representative at Citizens Securities, Inc.
17 yearsExperience
3 statesRegistered in
$12.9BFirm assets
23 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
17 years in the industry.
- Citizens Securities, Inc.Mar 2025 to now
- Corecap Advisors, LLCFeb 2016 to Mar 2025
- Corecap Investments, LLCFeb 2016 to Mar 2025
- Cornerstone Financial ServicesSep 2009 to Mar 2025
Exams passed
- Series 66 · Uniform Combined State Law2009
State registrations
Registered as an investment adviser representative in 3 states (FL, IL, MI).
Citizens Securities, Inc.
$12.9BAssets managed
60,545Clients
705Advisers
23 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5697283
- Firm CRD
- 39550