Brian W. Matter
CREATIVE CAPITAL MANAGEMENT INVESTMENTS LLC
San Diego, CA 92122
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CRD#: 2935642
Professional summary
Brian William Matter, CFP®, CPWA® is a registered financial advisor currently at CREATIVE CAPITAL MANAGEMENT INVESTMENTS LLC located in San Diego, California.
Brian is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Brian has worked at 2 firms .
Biography
Brian has been helping CCMI client’s with their investment and financial planning needs since joining the CCMI team in June 2010. Brian previously worked at Ernst & Young LLP as a Senior Manager where he helped oversee the Advisory Services team in San Diego. Knowing that he has an impact in client’s lives by helping them make smart financial decisions is what drives him to come to work each day.
Brian is a graduate of Brigham Young University with a B.S. in Business Management and a graduate of the College for Financial Planning. Brian enjoys spending time with his wife, Nikki, and their three children – Emma, Kainoa, and Kekoa, international travel, hiking, camping, backpacking, volunteering, surfing, and is a sports enthusiast. In his spare time, Brian likes to volunteer in the San Diego community.
Question & Answer
What are your service offerings?
Budgeting
Small Business Planning
Retirement Planning
Inheritance
Business Succession Planning
Social Security Planning
Life Transitions
Insurance Planning
Comprehensive Financial Planni...
Education Planning
Estate Planning
Tax Planning
Long-term Care
Retirement Income Management
Debt Management
Investment Planning
Do you have an area of expertise or specialization?
Business Owners
Cash Flow/Budgets/Credit Issue...
Estate & Generational Planning...
Investment Advice with Ongoing...
Retirement Planning & Distribu...
What is your minimum asset requirement?
1
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.
Name of other business: San Diego Downtown Breakfast Rotary Foundation Is business Investment related: Oversees foundation investments for San Diego Downtown Breakfast Rotary Club Address of other business: PO BOX 80336 San Diego CA 92138-0336 Nature of other business: Promote, enhance and finance the charitable purposes of the San Diego Downtown Breakfast Rotary Club. Your position: Board Member Title and relationship with other business: Board Member and a member of the investment committee. All positions are volunteer and no one receives compensation. Start date of relationship: January 2021 Approx. # of hours /month devote to other business: 2 hours a month Number of hours devoted to other business during securities trading hours: 0 hours Briefly describe duties: Part of the board that oversees charitable giving. The recommendations for charitable giving come from the Rotary Club board, and the Rotary Foundation board makes it is a legitimate request going to a legitimate charitable purpose. Additionally, determine how the assets that make up the foundation should be structured to reach annual charitable giving and long-term growth.
CRS (Client Relationship Summary) - RIA
Click below to view Brian William Matter's 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®
Start date: 2012
CPWA®
Start date: 2020-06-22
Expire date: 2024-05-31
Experience
Current
April 28, 2017 - Present
CREATIVE CAPITAL MANAGEMENT INVESTMENTS LLC
Office #1: 6265 Greenwich Drive Suite 201, San Diego, CA 92122RIA
CRD#: 286567
San Diego, CA
Past
February 28, 2014 - May 1, 2017
CREATIVE CAPITAL MANAGEMENT INC
RIA
CRD#: 112363
SAN DIEGO, CA
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".
CREATIVE CAPITAL MANAGEMENT INVESTMENTS LLC
CREATIVE CAPITAL MANAGEMENT INVESTMENTS LLC
CRD#: 286567 / SEC#: 801-110056
RIA
Registered Investment Advisory firm - (2/27/2017 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
California(4/28/2017)
IAR
Texas(10/18/2017)
Exams
Current Firm
CREATIVE CAPITAL MANAGEMENT INVESTMENTS LLC
CREATIVE CAPITAL MANAGEMENT INVESTMENTS LLC
CRD#: 286567 / SEC#: 801-110056
RIA
Registered Investment Advisory firm - (2/27/2017 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
6265 Greenwich Drive Suite 201, San Diego, CA 92122
Mailing Address
Phone number
(619) 298-3993
Established
Firm type
Fiscal year end
# of Employees
11
SEC notice filing (4 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 1,126 |
| AUM (Assets Under Management) | $ 668,245,530 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/01/2024 | ||
| 03/12/2024 | ||
| 01/10/2023 |
Red Flags
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Company Information
CREATIVE CAPITAL MANAGEMENT INVESTMENTS LLC
CRD#: 286567San Diego, CA 92122TRUST BUT VERIFY
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Contact information
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