Matthew Boersen, financial advisor Jenison MI

Matthew Boersen

CRD Number: 5700339
Current Firm: Straight Path Wealth Management

Matthew Boersen (CRD# 5700339) is an Investment Advisor Representative working at Straight Path Wealth Management in Jenison, MI and has over 14 years of experience in the finance industry. Matthew Boersen 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.

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Professional Designations
Company Name Location Dates Years
Straight Path Wealth Management Jenison, MI Jul 2013 - Current 10
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 2009
S65 NASAA Investment Advisors Law Examination Aug 2010
Contact Info for Matthew B. Boersen
Phone Number: 616-288-3670
Registered State(s):
  • MI
  • TX
By the Numbers
  • Total Assets Under Management
    272
    MILLIONS
  • Total Number of Accounts
    1,527
    ACCOUNTS
  • Average Account Value
    $178,220
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
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
Types of Clients
Registered States

FL, IL, MI, NE, TX

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