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MS

Matthew G. Stahr

Some features on this profile are disabled
CRD#: 2689806
MS

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Matthew Gerard Stahr, who also goes by Matt Gerard Stahr, was a registered financial professional .

Matthew is a previously registered financial professional and started their career in finance in 1995. Matthew had worked at 10 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 6 and Series 24 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

Matt Gerard Stahr

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)

The CRS(Customer Relationship Summary) document is not provided.

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

Past

October 9, 2013 - February 22, 2017

BALEFIRE, LLC

RIA
CRD#: 168733
WEST DES MOINES, IA
Past

September 30, 2013 - February 14, 2017

LPL FINANCIAL LLC

BD
CRD#: 6413
WEST DES MOINES, IA
Past

March 4, 2013 - June 27, 2013

STRATOS WEALTH PARTNERS, LTD

RIA
CRD#: 153184
FRSICO, TX
Past

August 30, 2012 - July 9, 2013

LPL FINANCIAL LLC

RIA
CRD#: 6413
FRISCO, TX
Past

July 16, 2012 - July 27, 2012

LPL FINANCIAL LLC

RIA
CRD#: 6413
FRISCO, TX
Past

July 16, 2012 - July 9, 2013

LPL FINANCIAL LLC

BD
CRD#: 6413
FRISCO, TX
Past

July 15, 2010 - July 17, 2012

COMMERCE WEALTH ADVISERS, LLC

RIA
CRD#: 144449
CLIVE, IA
Past

July 15, 2010 - July 17, 2012

DEWAAY FINANCIAL NETWORK, LLC

BD
CRD#: 30767
CLIVE, IA
Past

October 23, 2008 - June 3, 2010

SPC

RIA
CRD#: 110692
WEST DES MOINES, IA
Past

October 8, 2008 - June 3, 2010

PARKLAND SECURITIES, LLC

BD
CRD#: 115368
WEST DES MOINES, IA
Past

October 24, 2007 - September 17, 2008

INTEGRITY ALLIANCE, LLC.

RIA
CRD#: 139627
PANORA, IA
Past

October 23, 2007 - October 23, 2007

INTEGRITY ALLIANCE, LLC.

RIA
CRD#: 139627
PANORA, IA
Past

October 23, 2007 - September 17, 2008

INTEGRITY ALLIANCE, LLC.

BD
CRD#: 139627
PANORA, IA
Past

September 19, 2006 - October 22, 2007

INSPHERE SECURITIES, INC.

BD
CRD#: 136433
SALT LAKE CITY, UT
Past

December 18, 1995 - August 29, 2006

PRINCIPAL SECURITIES, INC.

BD
CRD#: 1137
PORTLAND, OR

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".
BL
BALEFIRE, LLC
401K FOR ME | WEALTHBRIDGE | VPAG LLC | VISIONPOINT GROUP, LLC | VISIONPOINT ADVISORY GROUP, LLC | VISIONPOINT ADVISORY GROUP | VISIONPOINT 3D SOLUTIONS | VISIONPOINT | UNITED WEALTH MANAGEMENT | TEXAS PRIVATE WEALTH | STAHR, MATTHEW G | ROCKWAY WEALTH PARTNERS | NAVITAS WEALTH ADVISORS | MAKE WAY WEALTH MANAGEMENT | FUSE PARTNERS, LLC | FUSE PARTNERS GROUP LLC | FUSE PARTNERS | FIVE TALENTS FINANCIAL MANAGEMENT GROUP | FIVE TALENTS ADVISORY | DELSA WEALTH MANAGEMENT | CASTLE FINANCIAL | BALEFIRE, LLC | BALEFIRE

CRD#: 168733 / SEC#: 801-78506

RIA
Registered Investment Advisory firm - (1/8/2014 Approved)

State Registrations and Notice Filings

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

Visual representation of state registrations

This advisor is not registered in any state.

Exams

State Security Law Exam
IAR
Series 65
Date: 12/6/2007
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 12/22/1995
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 2/14/2017
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 10/30/1997
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 12/15/1995
Investment Company Products/Variable Contracts Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 12/11/1997
General Securities Principal Examination

Current Firm

BL
BALEFIRE, LLC
401K FOR ME | WEALTHBRIDGE | VPAG LLC | VISIONPOINT GROUP, LLC | VISIONPOINT ADVISORY GROUP, LLC | VISIONPOINT ADVISORY GROUP | VISIONPOINT 3D SOLUTIONS | VISIONPOINT | UNITED WEALTH MANAGEMENT | TEXAS PRIVATE WEALTH | STAHR, MATTHEW G | ROCKWAY WEALTH PARTNERS | NAVITAS WEALTH ADVISORS | MAKE WAY WEALTH MANAGEMENT | FUSE PARTNERS, LLC | FUSE PARTNERS GROUP LLC | FUSE PARTNERS | FIVE TALENTS FINANCIAL MANAGEMENT GROUP | FIVE TALENTS ADVISORY | DELSA WEALTH MANAGEMENT | CASTLE FINANCIAL | BALEFIRE, LLC | BALEFIRE

CRD#: 168733 / SEC#: 801-78506

RIA
Registered Investment Advisory firm - (1/8/2014 Approved)
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Contact information

Main Address
14221 Dallas Parkway Suite 100, Dallas, TX 75254
Mailing Address
Phone number
(972) 361-1001
Established
Firm type
Fiscal year end
# of Employees
36

SEC notice filing (25 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ADV PART 2A SUBSTITUTE DISCLOSURE BROCHUSE 03/2025 (3/31/2025)

Regulatory assets under management

Total Number of Accounts2,527
AUM (Assets Under Management)$ 1,236,940,085

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.

Company Information

BALEFIRE, LLC

CRD#: 168733

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