Matthew Brigeman, financial advisor Beachwood OH
93 score

Matthew Brigeman

CRD Number: 6367677
Current Firm: One Seven

Matthew Brigeman (CRD# 6367677) is an Investment Advisor Representative working at One Seven in Beachwood, OH and has over 4 years of experience in the finance industry. Matthew Brigeman 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
We Are One Seven, LLC Beachwood, OH Mar 2017 - Current 1
Kohmann Bosshard Financial Services, LLC Akron, OH Jul 2016 - Mar 2017 < 1
Strategic Wealth Partners, Ltd. Independence, OH Jun 2014 - Jun 2016 2
Purdue University West Lafayette, IN Aug 2010 - May 2014 3
Gilmour Academy Gates Mills, OH Aug 2006 - May 2010 3
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jan 2014
Contact Info for Matthew T. Brigeman
Phone Number: (216) 865-1700
Firm Website:
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States


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Clean Record
This advisor has a clean track record with regulators.

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