Matthew Bierwirth (CRD# 5581949) is an Investment Advisor Representative working at Resource Design, Inc. in Fort Collins, CO and has over 15 years of experience in the finance industry. Matthew Bierwirth has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 6262403
Raymond James & Associates, Inc.
CRD# 2896350
Ubs Financial Services Inc.
CRD# 5790901
Wells Fargo Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Resource Design, Inc. | Fort Collins, CO | Jan 2019 - Current | 5 |
| Resource Design, Inc. | Edgewood, KY | Apr 2018 - Jan 2019 | < 1 |
| Resource Design, Inc. | Edgewood, KY | Jul 2017 - Apr 2018 | < 1 |
| Resource Design, Inc. | Edgewood, KY | Jun 2015 - Jul 2017 | 2 |
| Ryder | Georgetown, KY | Sep 2014 - May 2015 | < 1 |
| University Of Kentucky M.b.a. Program | Lexington, KY | Aug 2013 - May 2015 | 1 |
| Ryder | Georgetown, KY | Nov 2013 - Aug 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 2008 |
- AZ
- CO
- KY
- OH
- TX
-
Total Assets Under Management46MILLIONS
-
Total Number of Accounts41ACCOUNTS
-
Average Account Value$1,110,352
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
AZ, CO, KY, OH, TX
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