Matthew Toelke is an investment adviser representative (IAR) with state registration records since 2015, appearing at 4 firms. Currently registered with XCELSIOR ADVISOR PARTNERS LLC.
| Firm | From | To | Current |
|---|---|---|---|
| XCELSIOR ADVISOR PARTNERS LLC | 2025-03-10 | present | Yes |
| EXCELSIOR WEALTH MANAGEMENT LLC | 2024-08-20 | 2025-11-17 | — |
| HARRISDIRECT LLC | 2020-01-30 | 2020-11-19 | — |
| CHARLES SCHWAB & CO., INC. | 2015-12-21 | 2019-08-27 | — |