Matthew T. Barr
Professional summary
Matthew Thornton Barr, who also goes by Matthew T Barr, is a registered financial professional currently at HEIM, YOUNG & ASSOCIATES, INC. located in Springfield, Missouri.
Matthew is registered as a RR (Registered Representative) and started their career in finance in 1997. Matthew has worked at 12 firms and has passed the Series 65, Series 63, Series 6TO, SIE and Series 7 exams.
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Matthew Thornton Barr's CRS (Customer Relationship Summary).
Certified licenses
Experience
July 20, 2026 - Present
HEIM, YOUNG & ASSOCIATES, INC.
Office #1: 1256 E. Kingsley St, Springfield, MO 65804-7211June 14, 2024 - April 29, 2026
OSAIC WEALTH, INC.
July 17, 2020 - June 14, 2024
SECURITIES AMERICA, INC.
September 6, 2016 - July 17, 2020
INVESTACORP, INC.
September 8, 2015 - August 5, 2016
THE LEADERS GROUP, INC.
September 8, 2008 - July 31, 2015
LINCOLN FINANCIAL DISTRIBUTORS, INC.
October 9, 2006 - July 31, 2008
STATE FARM VP MANAGEMENT CORP.
January 14, 2005 - September 22, 2005
UBS FINANCIAL SERVICES INC.
January 14, 2005 - September 22, 2005
UBS FINANCIAL SERVICES INC.
July 30, 2002 - January 14, 2005
STONE & YOUNGBERG LLC
January 28, 2002 - January 14, 2005
STONE & YOUNGBERG LLC
October 17, 2001 - January 31, 2002
METROPOLITAN LIFE INSURANCE COMPANY
October 17, 2001 - January 31, 2002
MSI FINANCIAL SERVICES, INC.
April 18, 1997 - June 16, 2000
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(7/20/2026)
Exams
Series 6TO
Date: 1/2/2023
Investment Company Products/Variable Contracts Representative ExaminationFINRA
Current Firm
HEIM, YOUNG & ASSOCIATES, INC.
CRD#: 38993 / SEC#: , 8-48500
Contact information
FINRA licenses (49 States and Territories)
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| MERCER ADVISORS, INC. | OWNER | |
| BRAMER, BENJAMIN EDWARD | DIRECTOR | 3222029 |
| CATALDO, CHRISTINE ADELE | CHIEF INFORMATION OFFICER | 3042889 |
| DREPAUL, ROSHNI ARUNA | FINOP / PFO | 6487453 |
| ENCINO, MATHEW RYAN | GENERAL COUNCEL, SECRETARY | 7530163 |
| ERKER, TORIAN BILLS | CCO | 6309105 |
| LEE, TRINITY YVONNE | PRESIDENT & EXECUTIVE DIRECTOR /CFO/POO | 5472899 |
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
HEIM, YOUNG & ASSOCIATES, INC.
CRD#: 38993Springfield, MO 65804-7211TRUST BUT VERIFY
Monitor Matthew Barr
Get automatic monthly alerts on:
