Matthew H. Herron

CLARK FINANCIAL SERVICES GROUP

Chesterfield, MO 63017

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CRD#: 2489824

Professional summary

Matthew Hamilton Herron is a registered financial advisor currently at CLARK FINANCIAL SERVICES GROUP, INC. located in Chesterfield, Missouri.

Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1997. Matthew has worked at 4 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 27 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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 Hamilton Herron'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®

None

Experience

Current

March 12, 2018 - Present

CLARK FINANCIAL SERVICES GROUP, INC.

Office #1: 14310 Olive Blvd, Chesterfield, MO 63017

RIA

CRD#: 110650

Chesterfield, MO

Past

February 15, 2017 - March 7, 2018

SCOTTRADE INVESTMENT MANAGEMENT

RIA

CRD#: 169988

SAINT LOUIS, MO

Past

July 1, 2008 - March 7, 2018

SCOTTRADE, INC.

CRD#: 8206

ST LOUIS, MO

Past

May 5, 1997 - June 13, 2008

CUTTER & COMPANY, INC.

CRD#: 22449

CHESTERFIELD, MO

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".

CLARK FINANCIAL SERVICES GROUP, INC.

CLARK FINANCIAL SERVICES GROUP INC | GARDIUS WEALTH ADVISORS | CLARK FINANCIAL SERVICES GROUP, INC.

CRD#: 110650 / SEC#: 801-50052

RIA

Registered Investment Advisory firm - (9/18/1995 Approved)

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

Missouri
(3/12/2018)

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: 2/11/1998

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 7/31/1997

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 3/7/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 3/24/1997

General Securities Representative Examination

Principal/Supervisory Exam

Series 27

Date: 9/8/2015

Financial and Operations Principal Examination

Principal/Supervisory Exam

Series 24

Date: 11/26/1997

General Securities Principal Examination

Current Firm

CLARK FINANCIAL SERVICES GROUP, INC.

CLARK FINANCIAL SERVICES GROUP INC | GARDIUS WEALTH ADVISORS | CLARK FINANCIAL SERVICES GROUP, INC.

CRD#: 110650 / SEC#: 801-50052

RIA

Registered Investment Advisory firm - (9/18/1995 Approved)

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Contact information

Main Address

14310 Olive Blvd, Chesterfield, MO 63017

Mailing Address

Phone number

(314) 469-5000

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (7 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A (3/31/2025)

Regulatory assets under management

Total Number of Accounts	1,873
AUM (Assets Under Management)	$ 456,056,104

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
10/29/2025	Cover Page	Report
01/13/2025	Cover Page	Report
12/19/2023	Cover Page	Report
01/03/2023	Cover Page	Report

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 H. Herron

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew Hamilton Herron's CRS (Customer Relationship Summary).

Certified licenses

Experience

SCOTTRADE INVESTMENT MANAGEMENT

SCOTTRADE, INC.

CUTTER & COMPANY, INC.

Primary Firm SEC Registration

CLARK FINANCIAL SERVICES GROUP, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 2/11/1998

Series 63

Date: 7/31/1997

SIE

Date: 3/7/2018

Series 7

Date: 3/24/1997

Series 27

Date: 9/8/2015

Series 24

Date: 11/26/1997

Current Firm

CLARK FINANCIAL SERVICES GROUP, INC.

Contact information

SEC notice filing (7 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

CLARK FINANCIAL SERVICES GROUP, INC.

TRUST BUT VERIFY

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