Matthew Schanz
Investment adviser representative at Prosperity - An Eisneramper Company
12 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$5BFirm assets
Are you Matthew Schanz? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
12 years in the industry.
- Prosperity - An Eisneramper CompanyAug 2024 to now
- Dai Securities LLCAug 2024 to now
- Avantax Advisory ServicesOct 2019 to Aug 2024
- Avantax Investment Services, Inc.Oct 2019 to Aug 2024
- Avantax Insurance Services, Inc.Oct 2017 to Aug 2024
- Hpg Wealthcare Advisors, LLCOct 2017 to Aug 2024
- 1st Global Advisors, Inc.Oct 2017 to Oct 2019
- 1st Global Capital Corp.Oct 2017 to Oct 2019
- The Strategic Financial Alliance, Inc.Aug 2014 to Oct 2017
- Cornerstone Wealth ManagementJul 2014 to Oct 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2014
State registrations
Registered as an investment adviser representative in 1 state (NC).
Prosperity - An Eisneramper Company
Legal name: The Prosperity Consulting Group, LLC
$5BAssets managed
2,412Clients
65Advisers
11 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
- 6382829
- Firm CRD
- 133777