Matthew J. Beyer

MADRONA FINANCIAL & CPAS

Everett, WA 98201

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CRD#: 2899975

Professional summary

Matthew John Beyer, CFP® is a registered financial advisor currently at MADRONA FINANCIAL & CPAS located in Everett, Washington.

Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1997. Matthew has worked at 7 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 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.

1) MADRONA FINANCIAL SERVICES, LLC. INVESTMENT RELATED BUSINESS. LOCATED AT 6100 219TH ST. SW, SUITE 480, MOUNTLAKE TERRACE WA 98043. REGISTERED INVESTMENT ADVISOR REPRESENTATIVE BUSINESS. STARTED 10/2020. 120 HRS/MO DEVOTED - 120 DURING TRADING. DUTIES ARE FINANCIAL ADVISOR. 2) FIXED INSURANCE. NOT INVESTMENT RELATED. LOCATED AT 6100 219TH ST. SW, SUITE 480, MOUNTLAKE TERRACE WA 98043. FIXED/TRADITIONAL BUSINESS. TITLE IS AGENT. STARTED 10/2020. 40 HRS/MO DEVOTED - 40 DURING TRADING. DUTIES ARE THE SALES OF FIXED/TRADITIONAL INSURANCE PRODUCTS.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew John Beyer'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

Start date: 2005

Experience

Current

November 17, 2020 - Present

MADRONA FINANCIAL & CPAS

Office #1: 2911 Bond Street, Suite 200, Everett, WA 98201

RIA

CRD#: 115753

Everett, WA

Past

November 2, 2020 - January 19, 2023

PURSHE KAPLAN STERLING INVESTMENTS

CRD#: 35747

Mountlake Terrace, WA

Past

January 21, 2014 - November 2, 2020

CETERA INVESTMENT ADVISERS LLC

RIA

CRD#: 105644

MOUNTLAKE TERRACE, WA

Past

October 30, 2013 - January 21, 2014

CETERA INVESTMENT SERVICES LLC

RIA

CRD#: 15340

MOUNTLAKE TERRACE, WA

Past

October 30, 2013 - November 2, 2020

CETERA INVESTMENT SERVICES LLC

CRD#: 15340

MOUNTLAKE TERRACE, WA

Past

February 4, 2003 - September 12, 2013

HORNOR, TOWNSEND & KENT, LLC

RIA

CRD#: 4031

OLNEY, MD

Past

January 6, 2003 - September 12, 2013

HORNOR, TOWNSEND & KENT, LLC

CRD#: 4031

OLNEY, MD

Past

July 1, 2002 - December 31, 2002

THRIVENT INVESTMENT MANAGEMENT INC.

CRD#: 18387

MINNEAPOLIS, MN

Past

June 12, 1997 - July 1, 2002

LUTHERAN BROTHERHOOD SECURITIES CORP.

CRD#: 4205

MINNEAPOLIS, MN

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".

MADRONA FINANCIAL & CPAS

CRD#: 115753 / SEC#: 801-63693

RIA

Registered Investment Advisory firm - (1/3/2005 Approved)

California

Registered Investment Advisory firm - (2/3/2006 Cancelled)

Washington

Registered Investment Advisory firm - (7/17/2006 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

Washington
(11/17/2020)

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 66

Date: 1/18/2002

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 6/6/1997

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 10/16/2001

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 6/11/1997

Investment Company Products/Variable Contracts Representative Examination

Current Firm

MADRONA FINANCIAL & CPAS

CRD#: 115753 / SEC#: 801-63693

RIA

Registered Investment Advisory firm - (1/3/2005 Approved)

California

Registered Investment Advisory firm - (2/3/2006 Cancelled)

Washington

Registered Investment Advisory firm - (7/17/2006 Terminated)

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Contact information

Main Address

2911 Bond Street, Suite 200, Everett, WA 98201

Mailing Address

Phone number

(425) 212-3777

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (11 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

MADRONA FINANCIAL SERVICES, LLC ADV PART 2A 03.17.2025 (3/20/2025)

Regulatory assets under management

Total Number of Accounts	1,725
AUM (Assets Under Management)	$ 505,696,988

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 J. Beyer

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew John Beyer's CRS (Customer Relationship Summary).

Certified licenses

Experience

PURSHE KAPLAN STERLING INVESTMENTS

CETERA INVESTMENT ADVISERS LLC

CETERA INVESTMENT SERVICES LLC

CETERA INVESTMENT SERVICES LLC

HORNOR, TOWNSEND & KENT, LLC

HORNOR, TOWNSEND & KENT, LLC

THRIVENT INVESTMENT MANAGEMENT INC.

LUTHERAN BROTHERHOOD SECURITIES CORP.

Primary Firm SEC Registration

MADRONA FINANCIAL & CPAS

State Registrations and Notice Filings

Exams

Series 66

Date: 1/18/2002

Series 63

Date: 6/6/1997

SIE

Date: 10/1/2018

Series 7

Date: 10/16/2001

Series 6

Date: 6/11/1997

Current Firm

MADRONA FINANCIAL & CPAS

Contact information

SEC notice filing (11 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

MADRONA FINANCIAL & CPAS

TRUST BUT VERIFY

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