Matthew Beyer, financial advisor Everett WA

Matthew Beyer

CRD 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.

Similar Advisors
Brian Wyatt, financial advisor Everett WA
Brian O. Wyatt
CRD# 5438563
Wyatt Wealth Management
Similar Advisors
James Abodeely, financial advisor Everett WA
James J. Abodeely
CRD# 5464276
Sitka Pacific Capital Management, LLC
Similar Advisors
Sherryl Adair, financial advisor Everett WA
Sherryl R. Adair
CRD# 4653056
Thrivent Investment Management Inc.
Professional Designations
Company Name Location Dates Years
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
Disclosure Information

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
Contact Info for Matthew J. Beyer
Phone Number: 425-212-3777
Registered State(s):
  • WA
By the Numbers
  • Total Assets Under Management
    254
    MILLIONS
  • Total Number of Accounts
    527
    ACCOUNTS
  • Average Account Value
    $481,160
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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
Types of Clients
Registered States

AZ, CA, FL, NC, NE, OR, TX, WA

Ready to hire a financial advisor? Get competitive proposals from Matthew Beyer and other advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.