Kirk N. Matteson

CLEAR RESOURCE GROUP

Bend, OR 97702

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CRD#: 4819671

Professional summary

Kirk Norman Matteson, who also goes by Kirk N. Matteson, is a registered financial advisor currently at CLEAR RESOURCE GROUP, LLC located in Bend, Oregon.

Kirk is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Kirk has worked at 6 firms and has passed the Series 63, Series 65, SIE, Series 31, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Kirk N. Matteson

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) 08/2009 - Kirk Matteson - Licensed independent insurance agent in OR - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Time Spent 1%

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kirk Norman Matteson's 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

May 29, 2019 - Present

CLEAR RESOURCE GROUP, LLC

Office #1: 395 Sw Bluff Dr, Bend, OR 97702Office #2: 1130 Nw 12th Avenue Unit 100, Portland, OR 97209

RIA

CRD#: 304245

Bend, OR

Past

October 1, 2018 - July 15, 2019

CWM, LLC

RIA

CRD#: 155344

Portland, OR

Past

July 28, 2010 - October 1, 2018

FINANCIAL ADVOCATES INVESTMENT MANAGEMENT

RIA

CRD#: 151298

OLYMPIA, WA

Past

October 12, 2007 - April 26, 2011

LPL FINANCIAL LLC

RIA

CRD#: 6413

PORTLAND, OR

Past

October 12, 2007 - July 14, 2016

LPL FINANCIAL LLC

CRD#: 6413

PORTLAND, OR

Past

May 4, 2007 - October 15, 2007

MORGAN STANLEY & CO. LLC

RIA

CRD#: 8209

LAKE OSWEGO, OR

Past

May 4, 2007 - October 15, 2007

MORGAN STANLEY & CO. LLC

CRD#: 8209

LAKE OSWEGO, OR

Past

September 7, 2004 - May 11, 2007

CITIGROUP GLOBAL MARKETS INC.

RIA

CRD#: 7059

LAKE OSWEGO, OR

Past

August 19, 2004 - May 11, 2007

CITIGROUP GLOBAL MARKETS INC.

CRD#: 7059

LAKE OSWEGO, OR

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

Oregon
(7/1/2019)

IAR

Texas
(5/29/2019)

IAR

Washington
(8/27/2019)

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: 8/30/2004

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 65

Date: 8/27/2004

Uniform Investment Adviser Law Examination

General Industry/Product Exam

SIE

Date: 7/14/2016

Securities Industry Essentials Examination

General Industry/Product Exam

Series 31

Date: 12/7/2005

Futures Managed Funds Examination

General Industry/Product Exam

Series 7

Date: 8/18/2004

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 1/4/2008

General Securities Principal Examination

Current Firm

CLEAR RESOURCE GROUP, LLC

CRD#: 304245 / SEC#:

Oregon

Registered Investment Advisory firm - (7/1/2019 Approved)

Texas

Registered Investment Advisory firm - (5/28/2019 Conditional Restricted)

Washington

Registered Investment Advisory firm - (8/27/2019 Approved)

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Contact information

Main Address

1130 Nw 12th Avenue Unit 100, Portland, OR 97209

Mailing Address

Phone number

(503) 227-9800

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	339
AUM (Assets Under Management)	$ 108,668,441

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

Kirk N. Matteson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kirk Norman Matteson's CRS (Customer Relationship Summary).

Certified licenses

Experience

CWM, LLC

FINANCIAL ADVOCATES INVESTMENT MANAGEMENT

LPL FINANCIAL LLC

LPL FINANCIAL LLC

MORGAN STANLEY & CO. LLC

MORGAN STANLEY & CO. LLC

CITIGROUP GLOBAL MARKETS INC.

CITIGROUP GLOBAL MARKETS INC.

State Registrations and Notice Filings

Exams

Series 63

Date: 8/30/2004

Series 65

Date: 8/27/2004

SIE

Date: 7/14/2016

Series 31

Date: 12/7/2005

Series 7

Date: 8/18/2004

Series 24

Date: 1/4/2008

Current Firm

CLEAR RESOURCE GROUP, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

CLEAR RESOURCE GROUP, LLC

TRUST BUT VERIFY

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