Audrey K. Himebaugh

MATSON FINANCIAL ADVISORS

Danbury, CT 06810-4116

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CRD#: 4416291

Professional summary

Audrey Kay Himebaugh, CFP®, who also goes by Audrey Jameson, is a registered financial advisor currently at MATSON FINANCIAL ADVISORS, INC. located in Danbury, Connecticut.

Audrey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. Audrey has worked at 4 firms and has passed the Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Audrey Jameson

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. MATSON FINANCIAL ADVISORS, INC, INVESTMENT RELATED, SAME AS REGISTERED LOCATION, FINANCIAL SERVICES, STARTED 8/1999, ADMINISTRATIVE ASSISTANT, APX 40 HOURS PER WEEK, 32.5 DURING TRADING HOURS, CLIENT ASSISTANCE AND ACCOUNT ADMINISTRATION. 2. CONGREGATIONAL CHURCH OF BROOKFIELD, NOT INVESTMENT RELATED, 160 WHISCONIER RD, BROOKFIELD, CT 06804, CHURCH, STARTED 5/2015, 2 HOURS PER WEEK, NOT DURING TRADING HOURS, PREPARE FINANCIAL REPORTS,, FACILITATE EXPENDITURES APPROVED BY THE CONGREGATION 3. NAME OF OTHER BUSINESS: MATSON FINANCIAL ADVISORS, INC; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: ADVISORY BUSINESS; POSITION/TITLE/RELATIONSHIP: ADVISORY REPRESENTATIVE; START DATE: 7/2020; APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADING HOURS: 32.5; BRIEF DESCRIPTION OF DUTIES: FINANCIAL PLANNING SERVICES;

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Audrey Kay Himebaugh'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

Experience

Current

September 29, 2020 - Present

MATSON FINANCIAL ADVISORS, INC.

Office #1: 4 Mountain View Terrace Suite 104, Danbury, CT 06810-4116

RIA

CRD#: 122480

Danbury, CT

Past

September 3, 2013 - December 31, 2022

CETERA WEALTH SERVICES, LLC

CRD#: 13572

DANBURY, CT

Past

August 1, 2003 - September 3, 2013

WALNUT STREET SECURITIES, INC.

CRD#: 15840

DANBURY, CT

Past

August 1, 2001 - August 1, 2003

NATHAN & LEWIS SECURITIES, INC.

CRD#: 8503

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".

MATSON FINANCIAL ADVISORS, INC.

CRD#: 122480 / SEC#: 801-61439

RIA

Registered Investment Advisory firm - (9/12/2002 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

Connecticut
(9/29/2020)

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

Series 63

Date: 8/24/2002

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: 7/30/2001

General Securities Representative Examination

Current Firm

MATSON FINANCIAL ADVISORS, INC.

CRD#: 122480 / SEC#: 801-61439

RIA

Registered Investment Advisory firm - (9/12/2002 Approved)

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Contact information

Main Address

4 Mountain View Terrace Suite 104, Danbury, CT 06810-4116

Mailing Address

Phone number

(203) 743-0131

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (6 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV2 PART2B MATSON (6/16/2025)

ADV2 PART2B KMATSON (6/16/2025)

ADV2 PART2B HIMEBAUGH (6/16/2025)

MFA DISCLOSURE BROCHURE ADV2 (6/16/2025)

Regulatory assets under management

Total Number of Accounts	221
AUM (Assets Under Management)	$ 446,866,523

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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Audrey K. Himebaugh

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Audrey Kay Himebaugh's CRS (Customer Relationship Summary).

Certified licenses

Experience

MATSON FINANCIAL ADVISORS, INC.

CETERA WEALTH SERVICES, LLC

WALNUT STREET SECURITIES, INC.

NATHAN & LEWIS SECURITIES, INC.

Primary Firm SEC Registration

MATSON FINANCIAL ADVISORS, INC.

State Registrations and Notice Filings

Exams

Series 63

Date: 8/24/2002

SIE

Date: 10/1/2018

Series 7

Date: 7/30/2001

Current Firm

MATSON FINANCIAL ADVISORS, INC.

Contact information

SEC notice filing (6 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

MATSON FINANCIAL ADVISORS, INC.

TRUST BUT VERIFY

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