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MM

Matthew D. Mulliken

COMMERCE BROKERAGE SERVICES
Kansas City, MO 64106
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CRD#: 3149821
MM

Professional summary


Matthew David Mulliken is a registered financial professional currently at COMMERCE BROKERAGE SERVICES, INC. located in Kansas City, Missouri.

Matthew is registered as a RR (Registered Representative) and started their career in finance in 1999. Matthew has worked at 7 firms and has passed the Series 66, Series 63, Series 52TO, Series 79TO, SIE and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

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.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - BD


Click below to view Matthew David Mulliken'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®
None

Experience


Current

October 2, 2025 - Present

COMMERCE BROKERAGE SERVICES, INC.

Office #1: 1000 Walnut 3rd Floor, Kansas City, MO 64106
BD
CRD#: 17140
Kansas City, MO
Past

June 21, 2022 - September 19, 2025

MESIROW FINANCIAL, INC.

BD
CRD#: 2764
CHICAGO, IL
Past

September 28, 2012 - May 6, 2019

ICBA SECURITIES

BD
CRD#: 24088
CHICAGO, IL
Past

July 21, 2008 - May 20, 2022

VINING-SPARKS IBG, LLC

BD
CRD#: 27502
CHICAGO, IL
Past

May 3, 2004 - July 8, 2008

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA
CRD#: 7691
CHICAGO, IL
Past

May 3, 2004 - July 8, 2008

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
CHICAGO, IL
Past

April 5, 2000 - March 5, 2004

J.P. MORGAN SECURITIES LLC

BD
CRD#: 79
NEW YORK, NY
Past

August 19, 1999 - April 5, 2000

CITIGROUP GLOBAL MARKETS INC.

BD
CRD#: 7059
NEW YORK, NY

State Registrations and Notice Filings


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

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Arkansas
(10/2/2025)
RR
California
(10/2/2025)
RR
Florida
(10/2/2025)
RR
Illinois
(10/2/2025)
RR
Iowa
(10/2/2025)
RR
Kansas
(10/2/2025)
RR
Louisiana
(10/2/2025)
RR
Massachusetts
(10/2/2025)
RR
Michigan
(10/2/2025)
RR
Minnesota
(10/2/2025)
RR
Missouri
(10/2/2025)
RR
New York
(10/2/2025)
RR
Ohio
(10/2/2025)
RR
Oregon
(10/2/2025)
RR
Tennessee
(10/2/2025)
RR
Texas
(10/2/2025)
RR
Washington
(10/2/2025)
RR
Wisconsin
(10/2/2025)
RR
Wyoming
(10/2/2025)

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 6/4/2004
Uniform Combined State Law Examination
State Security Law Exam
General Industry/Product Exam
RR
Series 52TO
Date: 10/7/2025
Municipal Securities Representative Examination
General Industry/Product Exam
RR
Series 79TO
Date: 1/2/2023
Investment Banking Registered Representative Examination
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA

Current Firm


CB
COMMERCE BROKERAGE SERVICES, INC.
COMMERCE BROKERAGE SERVICES, INC | COMMERCE FINANCIAL ADVISORS | COMMERCE BROKERAGE SERVICES, INC.

CRD#: 17140 / SEC#: 801-66509, 8-35096

BD
Broker-Dealer Firm Regulated by FINRA (Kansas City district office)
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Contact information


Main Address
8000 Forsyth Blvd Suite 1200 East, Clayton, MO 63105-1707
Mailing Address
8000 Forsyth Blvd Suite 1200, Clayton, MO 63105-1707
Phone number
(314) 746-8593
Established
Missouri since 10/04/1985
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees
37

FINRA licenses (46 States and Territories)


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

Documents


Customer Relationship Summary (CRS / FINRA)Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A-APPENDIX 1-WRAP BROCHURE (6/22/2023)

Direct owners and executive officers


NamePositionCRD#
COMMERCE BANKSOLE STOCKHOLDER
CHMELKA, JOHN EMILPRINCIPAL OPERATIONS OFFICER2052962
HARMON, THOMAS DARINPRESIDENT/CHIEF EXECUTIVE OFFICER7787415
MOWER, MATHEW ROBERTSENIOR VICE PRESIDENT3176197
REECE, JOSEPH STEVENVICE PRESIDENT/CHIEF COMPLIANCE OFFICER2227282
ROWE, MARGARETCORPORATE SECRETARY7576973
SIMPSON, TIFFANY LYNNTREASURER/CHIEF FINANCIAL OFFICER/PRINCIPAL FINANCIAL OFFICER6685507
SWANSON, ERIK ANDREWEXECUTIVE VICE PRESIDENT4170204

Regulatory assets under management


Total Number of Accounts3,570
AUM (Assets Under Management)$ 650,363,405

Disclosures


Regulatory Event5

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


COMMERCE BROKERAGE SERVICES, INC.

CRD#: 17140Kansas City, MO 64106

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