Matthew Curtis Walschlager
Investment adviser representative at Bay Pointe Financial
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$115.9MFirm assets
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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
Experience
10 years in the industry.
- Bay Pointe Wealth, LLC dba Bay Pointe FinancialSep 2026 to now
- Bay Pointe FinancialJun 2026 to now
- Bay Pointe Financial ManagementJan 2020 to May 2026
- Anchor Bay Aquarium LLCAug 2016 to Aug 2020
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (MI).
Bay Pointe Financial
Legal name: Bay Pointe Wealth, LLC
$115.9MAssets managed
122Clients
3Advisers
Under 1 yearIn 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
- 7216006
- Firm CRD
- 340986