DID MATTHEW JOHN BOEHM CAUSE YOU INVESTMENT LOSSES?
About Matthew Boehm of Osaic Wealth, Inc.?
Matthew Boehm (CRD #4418029) is currently registered with Osaic Wealth, Inc. since January 19, 2024. He holds three general industry/product exams (Series 7, Series 6, and SIE) and two state securities law exams (Series 63 and Series 65). He is licensed in eight U.S. states and territories and primarily operates from Illinois. Previously, Boehm worked with firms like Woodbury Financial Services Inc. and Lion Street Financial LLC.
Investment Losses? Let’s talk.or, give us a ring at (800) 732-2889.
Matthew Boehm Customer Complaint and Reviews
- Total Incidents: 1
- Customer Dispute (Settled):
- Date Complaint Received: December 14, 2022
- Allegations: The customer alleged misrepresentation and failure to supervise the suitability of GWG L-bonds purchased from a former representative of Lion Street Financial LLC. The claimant sought $50,000 plus attorney’s fees in damages.
- Outcome: The complaint was settled for $22,000 on September 20, 2023, with Boehm personally contributing $2,500.
Allegations Against Matthew Boehm
- Misrepresentation and Failure to Supervise:
- The claimant alleged that Boehm failed to properly supervise the purchase of GWG L-bonds and that misrepresentations were made in their recommendation.
Matthew Boehm Red Flags & Your Rights As An Investor
Of course, Matthew Boehm did not admit to any of the allegations. But regardless of whether an arbitration award was entered, a settlement occurred, or the customer complaint is still pending, the allegations made by customers are red flags which should put all current and former customers of Matthew Boehm at Osaic Wealth, Inc., Woodbury Financial Services, Inc. and Lion Street Advisors, LLC on alert to review carefully the activity and performance of their accounts and question whether Matthew Boehm has engaged in any stockbroker misconduct that may have caused them investment losses. The large number of customer complaints at Osaic Wealth, Inc., Woodbury Financial Services, Inc. and Lion Street Advisors, LLC also raises questions about the brokerage firms’ supervisory practices. If these red flags raise questions, call us and we will inform you of your rights as an investor.
Did You Lose Money Because of Broker Misconduct?
If you have lost money due to negligence or fraud by a stockbroker or advisor, the easiest way to know if you have a case is to call our office at 800-732-2889. Our investment fraud attorneys will evaluate your claim for free and let you know if we can help you recover your losses.
Need Legal Help? Let’s talk.or, give us a ring at 561-338-0037.
File A Claim To Recover Your Investment Losses At Osaic Wealth, Inc. Due To Matthew Boehm
If you have questions about Osaic Wealth, Inc., Woodbury Financial Services, Inc. Lion Street Advisors, LLC and/or Matthew Boehm and the management or performance of your accounts, please contact Attorney Pearce for a free initial consultation via email or Toll Free at 1-800-732-2889.
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