David Matuszak has been an investment adviser representative at Strategic Investment Solutions since August 2018, and is not listed among the firm’s executive officers or direct owners. David Matuszak holds a Bachelor of Business Administration in Finance and Accounting from Saint Xavier University.
Strategic Investment Solutions, Inc. is an Orland Park, IL firm with $830M under management, 2,695 clients and 9 advisers across 4 offices, as of its February 2026 filing.
David W. Matuszak serves as a lead advisor and relationship manager to high-net-worth individuals, families and organizations, including closely-held and family-owned businesses, at Strategic Investment Solutions, Inc. He works with clients on lifestyle, career, philanthropic and wealth planning goals and creates financial plans to meet them. He joined the firm in 2018 and has over 12 years of experience in the financial services industry.
David Matuszak’s longest registration is the current one, 8 years at Strategic Investment Solutions since 2018. Before joining Strategic Investment Solutions in 2018, David Matuszak was registered through Huntington Financial Advisors and Bmo Harris Financial Advisors, Inc.
- Forum Financial Management, LP– · under a yearOrland Park, IL · Adviser representative · Firm CRD 145706
- – present · 8 yearsOrland Park, IL · Adviser representative · Firm CRD 143128
- Huntington Financial Advisors– · under a yearOrland Park, IL · Adviser representative · Firm CRD 16986
- Bmo Harris Financial Advisors, Inc– · 4 yearsChicago, IL · Adviser representative · Firm CRD 137115
Professional designations
Listed by Strategic Investment Solutions
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Accredited Investment Fiduciary (AIF®)
Investment adviser representative registrations
David Matuszak is registered as an investment adviser representative in Illinois, since August 2018.
- IllinoisSince 31 August 2018
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 18 June 2013 |
| Series 7 | General Securities Representative Examination | 9 February 2013 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- David William Matuszak
- CRD
- 5896737
- Firm
- Strategic Investment Solutions · CRD 143128
- Office
- 9501 W 144TH PLACE, Orland Park, IL 60462-2562
- Registration
- Investment adviser registration
- In the industry since
- April 2013
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- sisfp.com
Where does David Matuszak work?
David Matuszak is an investment adviser representative registered through Strategic Investment Solutions, Inc. since August 2018, and is not listed among the firm’s executive officers or direct owners.
Is David Matuszak a financial advisor?
Yes. David Matuszak has a current investment-adviser registration in Illinois, through Strategic Investment Solutions since August 2018.
How many years of experience does David Matuszak have?
David Matuszak has 13 years in the financial industry, since April 2013, across 4 adviser firms.
What exams has David Matuszak passed?
David Matuszak has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in February 2013. FINRA credited David Matuszak with the SIE, which began in October 2018.
Where did David Matuszak work before Strategic Investment Solutions?
Before Strategic Investment Solutions, David Matuszak was registered through Huntington Financial Advisors, January 2018 to July 2018; Bmo Harris Financial Advisors, Inc, September 2013 to December 2017.
Where is David Matuszak based?
David Matuszak’s registered office is in Orland Park, IL.
Is David Matuszak registered with FINRA?
No. David Matuszak has no current broker registration.
Is David Matuszak a CFP?
Strategic Investment Solutions lists David Matuszak with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify David Matuszak’s record?
Search CRD 5896737 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes David Matuszak’s full registration record.