Matthew G. Fahrney

ARBOR INVESTMENT MANAGEMENT

Lakewood, CO

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CRD#: 2248487

Professional summary

Matthew Grant Fahrney, CFP®, who also goes by Matt Fahrney, is a registered financial advisor currently at ARBOR INVESTMENT MANAGEMENT located in Lakewood, Colorado.

Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1995. Matthew has worked at 9 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 6 and Series 55 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Matt Fahrney

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew Grant Fahrney's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Experience

Current

March 9, 2018 - Present

ARBOR INVESTMENT MANAGEMENT

RIA

CRD#: 154735

Lakewood, CO

Past

March 19, 2012 - March 28, 2017

INVESTMENT PROFESSIONALS, INC.

CRD#: 30184

ENGLEWOOD, CO

Past

June 20, 2011 - March 20, 2012

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

CRD#: 20472

DENVER, CO

Past

June 13, 2007 - September 4, 2007

TOUCHPOINT SECURITIES CORP.

CRD#: 137224

LAKEWOOD, CO

Past

April 25, 2006 - June 30, 2006

G-2 TRADING,LLC

CRD#: 44018

NEW YORK, NY

Past

August 15, 2001 - August 6, 2002

ELECTRONIC TRADING GROUP, LLC

CRD#: 37453

NEW YORK, NY

Past

January 27, 1997 - July 17, 2001

GOLDMAN SACHS EXECUTION & CLEARING, L.P.

CRD#: 3466

NEW YORK, NY

Past

November 17, 1995 - October 1, 1996

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

NEW YORK, NY

Past

June 6, 1995 - October 30, 1995

BARNETT INVESTMENTS, INC.

CRD#: 14897

JACKSONVILLE, FL

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

ARBOR INVESTMENT MANAGEMENT

ARBOR INVESTMENT MANAGEMENT | ARBOR INVESTMENT MANAGEMENT, LLC

CRD#: 154735 / SEC#: 801-130701

RIA

Registered Investment Advisory firm - (7/16/2024 Approved)

Alaska

Registered Investment Advisory firm - (3/11/2025 Terminated)

Colorado

Registered Investment Advisory firm - (7/22/2024 Terminated)

Florida

Registered Investment Advisory firm - (1/25/2023 Terminated)

Michigan

Registered Investment Advisory firm - (8/6/2024 Terminated)

Texas

Registered Investment Advisory firm - (7/20/2024 Terminated)

Washington

Registered Investment Advisory firm - (8/21/2024 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Alaska
(3/15/2018)

IAR

Colorado
(3/9/2018)

IAR

Texas
(2/10/2023)

IAR

Washington
(2/10/2023)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 2/5/2018

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 6/24/2011

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 3/28/2017

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 4/6/2012

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 6/17/2011

Investment Company Products/Variable Contracts Representative Examination

General Industry/Product Exam

Series 55

Date: 1/25/1999

Limited Representative-Equity Trader Exam

Current Firm

ARBOR INVESTMENT MANAGEMENT

ARBOR INVESTMENT MANAGEMENT | ARBOR INVESTMENT MANAGEMENT, LLC

CRD#: 154735 / SEC#: 801-130701

RIA

Registered Investment Advisory firm - (7/16/2024 Approved)

Alaska

Registered Investment Advisory firm - (3/11/2025 Terminated)

Colorado

Registered Investment Advisory firm - (7/22/2024 Terminated)

Florida

Registered Investment Advisory firm - (1/25/2023 Terminated)

Michigan

Registered Investment Advisory firm - (8/6/2024 Terminated)

Texas

Registered Investment Advisory firm - (7/20/2024 Terminated)

Washington

Registered Investment Advisory firm - (8/21/2024 Terminated)

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Contact information

Main Address

3400 Travis Pointe Rd. Suite E, Ann Arbor, MI 48108

Mailing Address

Phone number

(734) 645-3622

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (5 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A & 2B (3/11/2025)

Regulatory assets under management

Total Number of Accounts	91
AUM (Assets Under Management)	$ 132,000,000

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Matthew G. Fahrney

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew Grant Fahrney's CRS (Customer Relationship Summary).

Certified licenses

Experience

INVESTMENT PROFESSIONALS, INC.

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

TOUCHPOINT SECURITIES CORP.

G-2 TRADING,LLC

ELECTRONIC TRADING GROUP, LLC

GOLDMAN SACHS EXECUTION & CLEARING, L.P.

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BARNETT INVESTMENTS, INC.

Primary Firm SEC Registration

ARBOR INVESTMENT MANAGEMENT

State Registrations and Notice Filings

Exams

Series 65

Date: 2/5/2018

Series 63

Date: 6/24/2011

SIE

Date: 3/28/2017

Series 7

Date: 4/6/2012

Series 6

Date: 6/17/2011

Series 55

Date: 1/25/1999

Current Firm

ARBOR INVESTMENT MANAGEMENT

Contact information

SEC notice filing (5 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ARBOR INVESTMENT MANAGEMENT

TRUST BUT VERIFY

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