Matthew BeyerCRD Number: 2899975
Current Firm: Madrona Financial Services, LLC
Matthew Beyer (CRD# 2899975) is an Investment Advisor Representative working at Madrona Financial Services, LLC in Everett, WA and has over 24 years of experience in the finance industry. Matthew Beyer 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.
Wyatt Wealth Management
Sitka Pacific Capital Management, LLC
Thrivent Investment Management Inc.
|Purshe Kaplan Sterling Investments||Albany, NY||Oct 2020 - Current||1|
|Madrona Financial Services||Mountlake Terrace, WA||Oct 2020 - Current||1|
|Cetera Investment Advisers LLC||Mountlake Terrace, WA||Jan 2014 - Oct 2020||6|
|Cetera Investment Services LLC||St Cloud, MN||Oct 2013 - Oct 2020||7|
|Homestreet Bank||Mountlake Terrace, WA||Oct 2013 - Jan 2020||6|
|Hornor Townsend And Kent,inc||Towson, MD||Jan 2003 - Aug 2013||10|
|Penn Mutual Life Ins Co||Towson, MD||Dec 2002 - Aug 2013||10|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jun 1997|
|S66||NASAA Uniform Combined State Law Examination||Jan 2002|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.Get Details on the FINRA Advisor Check site
Total Assets Under Management254MILLIONS
Total Number of Accounts527ACCOUNTS
Average Account Value$481,160
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Educational seminars/workshops
AZ, CA, FL, NC, NE, OR, TX, WA
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