Matthew D. Tuft

PANORAMIC INVESTMENT ADVISORS

Glendale, CO 80246

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CRD#: 4192802

Professional summary

Matthew David Tuft, CFP® is a registered financial advisor currently at PANORAMIC INVESTMENT ADVISORS located in Glendale, Colorado.

Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Matthew has worked at 11 firms and has passed the Series 66, Series 63, SIE and Series 7 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. LIVWELL WEALTH MANAGEMENT LLC; INVESTMENT RELATED; 2410 QUITMAN ST. DENVER, CO 80212. INSURANCE SALES. FINANCIAL ADVISOR; START DATE: 2024; 5 HOURS PER MONTH DURING SECURITIES TRADING HOURS; 0 HOURS/MONTH OUTSIDE OF SECURITIES TRADING HOURS; SALE OF FIXED OR INDEXED LIFE INSURANCE OR ANNUITIES. 2. RESIDENTIAL RENTAL PROPERTY 288 W. BEAVER CREEK BLVD. UNIT H4 AVON, CO (12/2014) AND 8205 E 86th Terrace, Raytown, MO); NOT INVESTMENT RELATED; OWNER; 0-1 HOURS PER MONTH NONE DURING SECURITIES TRADING HOURS. 3. COLORADO VILLAGE COLLABORATIVE; NON-INVESTMENT RELATED; DENVER, COLORADO; CHARITABLE ORGANIZATION; BOARD MEMBER; START DATE: JUNE 2023; 0 HOURS PER MONTH DURING SECURITIES TRADING HOURS; 10 HOURS PER MONTH OUTSIDE OF SECURITIES TRADING HOURS; BUILD SAFE OUTDOOR SPACES FOR THOSE EXPERIENCING HOMELESSNESS.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew David Tuft'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: 2013

Experience

Current

January 15, 2024 - Present

PANORAMIC INVESTMENT ADVISORS

Office #1: 650 South Cherry Street, Suite 840, Glendale, CO 80246

RIA

CRD#: 290770

Glendale, CO

Past

November 15, 2022 - January 16, 2024

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

DENVER, CO

Past

November 15, 2022 - January 16, 2024

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

DENVER, CO

Past

July 18, 2018 - October 3, 2022

P.J. ROBB VARIABLE, LLC

CRD#: 38339

MEMPHIS, TN

Past

January 6, 2017 - July 2, 2018

SAYBRUS EQUITY SERVICES, LLC

CRD#: 153319

HARTFORD, CT

Past

January 29, 2016 - January 4, 2017

THE LEADERS GROUP, INC.

CRD#: 37157

SUMMIT, NJ

Past

April 11, 2008 - January 4, 2016

LINCOLN FINANCIAL DISTRIBUTORS, INC.

CRD#: 145

RADNOR, PA

Past

July 11, 2006 - April 14, 2008

STATE FARM VP MANAGEMENT CORP.

CRD#: 43036

BLOOMINGTON, IL

Past

February 9, 2004 - May 22, 2006

MUTUAL OF AMERICA SECURITIES LLC

CRD#: 27878

NEW YORK, NY

Past

February 9, 2004 - May 22, 2006

MUTUAL OF AMERICA LIFE INSURANCE COMPANY

CRD#: 15356

NEW YORK, NY

Past

April 23, 2003 - February 4, 2004

ALLSTATE FINANCIAL SERVICES, LLC

CRD#: 18272

LINCOLN, NE

Past

January 12, 2001 - April 16, 2003

U.S. BANCORP INVESTMENTS, INC.

CRD#: 17868

SAINT PAUL, MN

Past

June 28, 2000 - December 7, 2000

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

NEW YORK, NY

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".

PANORAMIC INVESTMENT ADVISORS

CRD#: 290770 / SEC#: 801-112146

RIA

Registered Investment Advisory firm - (12/8/2017 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

Colorado
(1/15/2024)

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: 9/1/2022

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 2/25/2004

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: 6/27/2000

General Securities Representative Examination

Current Firm

PANORAMIC INVESTMENT ADVISORS

CRD#: 290770 / SEC#: 801-112146

RIA

Registered Investment Advisory firm - (12/8/2017 Approved)

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Contact information

Main Address

650 South Cherry Street, Suite 840, Glendale, CO 80246

Mailing Address

Phone number

(303) 691-1808

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (14 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

2A BROCHURE (4/3/2025)

Regulatory assets under management

Total Number of Accounts	1,066
AUM (Assets Under Management)	$ 292,521,348

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 D. Tuft

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew David Tuft's CRS (Customer Relationship Summary).

Certified licenses

Experience

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

P.J. ROBB VARIABLE, LLC

SAYBRUS EQUITY SERVICES, LLC

THE LEADERS GROUP, INC.

LINCOLN FINANCIAL DISTRIBUTORS, INC.

STATE FARM VP MANAGEMENT CORP.

MUTUAL OF AMERICA SECURITIES LLC

MUTUAL OF AMERICA LIFE INSURANCE COMPANY

ALLSTATE FINANCIAL SERVICES, LLC

U.S. BANCORP INVESTMENTS, INC.

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Primary Firm SEC Registration

PANORAMIC INVESTMENT ADVISORS

State Registrations and Notice Filings

Exams

Series 66

Date: 9/1/2022

Series 63

Date: 2/25/2004

SIE

Date: 10/1/2018

Series 7

Date: 6/27/2000

Current Firm

PANORAMIC INVESTMENT ADVISORS

Contact information

SEC notice filing (14 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

PANORAMIC INVESTMENT ADVISORS

TRUST BUT VERIFY

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