Matthew A. Berhow

ALL STAR FINANCIAL

Minneapolis, MN 55431

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CRD#: 4491652

Professional summary

Matthew Alan Berhow, AIF®, CFP®, who also goes by Matthew Alan Berhos, is a registered financial advisor currently at ALL STAR FINANCIAL located in Minneapolis, Minnesota.

Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. Matthew has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Matthew Alan Berhos

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: FIXED INSURANCE WITH VARIOUS COMPANIES INVESTMENT RELATED: YES POSITION/TITLE/RELATIONSHIP: Insurance Agent BRIEF DESCRIPTION OF DUTIES: SELLS FIXED LIFE, HEALTH, DISABILITY, ANNUITIES, LONG TERM CARE AND LIFE SETTLEMENTS;

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew Alan Berhow'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®

AIF^®

Accredited Investment Fiduciary

CFP^®

Certified Financial Planner

Start date: 2009

Experience

Current

November 7, 2022 - Present

ALL STAR FINANCIAL

Office #1: 3800 American Blvd West Suite 620, Minneapolis, MN 55431

RIA

CRD#: 323765

Minneapolis, MN

Past

April 28, 2017 - November 10, 2022

ALL STAR FINANCIAL INC

RIA

CRD#: 110718

MINNEAPOLIS, MN

Past

January 23, 2014 - April 27, 2017

AFFIANCE FINANCIAL LLC

RIA

CRD#: 113200

ST. LOUIS PARK, MN

Past

January 8, 2014 - April 6, 2017

CETERA WEALTH SERVICES, LLC

RIA

CRD#: 13572

ST LOUIS PARK, MN

Past

July 25, 2002 - April 6, 2017

CETERA WEALTH SERVICES, LLC

CRD#: 13572

ST LOUIS PARK, MN

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".

ALL STAR FINANCIAL

ALL STAR FINANCIAL | ALL STAR FINANCIAL LLC

CRD#: 323765 / SEC#: 801-126834

RIA

Registered Investment Advisory firm - (11/4/2022 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

Minnesota
(11/7/2022)

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: 6/18/2002

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 4/6/2017

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 7/24/2002

General Securities Representative Examination

Current Firm

ALL STAR FINANCIAL

ALL STAR FINANCIAL | ALL STAR FINANCIAL LLC

CRD#: 323765 / SEC#: 801-126834

RIA

Registered Investment Advisory firm - (11/4/2022 Approved)

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Contact information

Main Address

3800 American Blvd West Suite 620, Minneapolis, MN 55431

Mailing Address

Phone number

(952) 896-3820

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

ADV PART 2A (3/24/2025)

ERISA BROCHURE (3/24/2025)

Regulatory assets under management

Total Number of Accounts	1,759
AUM (Assets Under Management)	$ 757,987,510

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 A. Berhow

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew Alan Berhow's CRS (Customer Relationship Summary).

Certified licenses

Experience

ALL STAR FINANCIAL INC

AFFIANCE FINANCIAL LLC

CETERA WEALTH SERVICES, LLC

CETERA WEALTH SERVICES, LLC

Primary Firm SEC Registration

ALL STAR FINANCIAL

State Registrations and Notice Filings

Exams

Series 66

Date: 6/18/2002

SIE

Date: 4/6/2017

Series 7

Date: 7/24/2002

Current Firm

ALL STAR FINANCIAL

Contact information

SEC notice filing (6 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ALL STAR FINANCIAL

TRUST BUT VERIFY

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