Matthew John Stewart
CFP®, ChFC®Professional Summary
Matthew John Stewart, CFP®, ChFC®, who also goes by Matt J Stewart, is a registered financial advisor currently at FORESTVIEW FINANCIAL PARTNERS, LLC located in Delaware, Ohio. Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1997. Matthew has worked at 3 firms and has passed the Series 63, Series 7 and Series 6 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Who I Serve
Services Offered
- Financial Planning
- Investment Management
- Risk Management & Insurance
- Retirement Planning
- Tax Planning
- Estate & Legacy Planning
Biography
With over 25 years of industry experience, Matthew focuses his practice on helping clients achieve their financial independence. As President of the firm, he established Forestview Financial Partners to provide investors with a truly personal planning experience. He is skilled in an array of financial disciplines, from retirement and estate planning to business exit strategies, and specializes in portfolio management. As a CERTIFIED FINANCIAL PLANNER™ (CFP®) practitioner and Chartered Financial Consultant® (ChFC®) designee, Matthew works...
Other Aliases
Matt J Stewart
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
linkedin.com/in/xxxxxx
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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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Credentials
Years of Experience
29 years in the financial services industry
Current & Past Employments
Current
Past
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Current Firm
FORESTVIEW FINANCIAL PARTNERS, LLC
Contact Information
Main Address
Delaware, OHPhone Number
(614) 954-1154# of Employees
2Documents
Regulatory Assets Under Management
Total Number of Accounts
200AUM (Assets Under Management)
$66,406,461Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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State Registrations and Notice Filings
(3/13/2017)
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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Dec 1997About the Series 6 examSimilar Advisors
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CRS (Client Relationship Summary) - RIA
Click below to view Matthew John Stewart's CRS (Customer Relationship Summary).
Services Offered by Matthew
- Financial Planning
- Investment Management
- Risk Management & Insurance
- Retirement Planning
- Tax Planning
- Estate & Legacy Planning
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