The allegations against Baltz claim that he misrepresented variable annuity benefits.
The Sonn Law Group is investigating allegations that Matthew Baltz made misrepresentations regarding variable annuity losses. If you or a family member has suffered losses investing, we want to discuss your case. Please contact us today for a free review of your case.
Matthew Baltz (CRD#: 2635133) was employed by Cambridge Investment Research from 2014 until 2017. Previously, he was registered with Investors Capital Corporation from 2011 until 2014. Baltz has had three customer disputes filed against him since 2016.
- December 2018 – The customer alleged that Baltz misrepresented his variable annuity benefits. The customer is seeking $124,972.24 in damages. This matter is still pending.
- April 2018 – The customer alleged that Baltz misrepresented the Guaranteed Minimum Withdrawal Benefit on a Variable Annuity Contract. The matter was settled for approximately $100,000.
- October 2016 – The customer alleged that Baltz sold an unsuitable investment product. This claim was denied.
Baltz is not currently registered with any financial institutions according to his BrokerCheck report.
Contact Us Today
The Sonn Law Group is currently investigating allegations Matthew Baltz made misrepresentations regarding variable annuity losses. We represent investors in claims against negligent brokers and brokerage firms. If you or your loved one experienced investment losses, we are here to help. For a free consultation, please call us now at 866-827-3202 or complete our contact form.