Matthew A. Powell
SAVVY
Rolling Meadows, IL 60008
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CRD#: 5006204
Professional summary
Matthew Alan Powell, CFP®, who also goes by Matt Powell, is a registered financial advisor currently at SAVVY located in Rolling Meadows, Illinois.
Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Matthew has worked at 4 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Matt Powell
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) Name of Business: Bum City, LLC Address: 2435 Amberwood, Colorado Springs, CO, 80920, United States Activity Type: Business Owner Position/Title: Owner/Proprietor Investment Related: No Start Date: 11/12/2016 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Bum City Coffee Roasters. We import coffee from connections we made in Haiti and roast it. I consider it a hobby with a cause. We don't sell it regularly yet. For years I've just roasted as gifts for friends, family and clients. (2) Name of Business: First Harvest Insurance Address: 2435 Amberwood Lane, Colorado Springs, CO, 80920, United States Activity Type: Non-variable Insurance Position/Title: Owner Investment Related: Yes Start Date: 12/16/2022 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Founder/enterprise level. I don't run day-to-day operations. I run marketing for the company and some recruiting. (3) Name of Business: True Harvest Wealth Management Address: 102 S Tejon St Ste 1100, Colorado Springs, CO, 80903-2253, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 12/01/2022 Hours per month devoted to this business: 41-80 Hours per month devoted to this business during trading hours: 41-80 Description of duties: Firm affiliates with RJ for Wealth Management
CRS (Client Relationship Summary) - RIA
Click below to view Matthew Alan Powell'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®
CFP®
Start date: 2015
Experience
Current
October 6, 2025 - Present
SAVVY
Office #1: 1701 Golf Rd Bldg 3 Ste 300, Rolling Meadows, IL 60008Office #2: 102 S Tejon Ste 1100, Colorado Springs, CO 80903RIA
CRD#: 318493
Rolling Meadows, IL
Past
December 1, 2022 - September 30, 2025
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
RIA
CRD#: 149018
Colorado Springs, CO
Past
September 11, 2006 - July 27, 2007
COUNTRY TRUST BANK
RIA
CRD#: 109487
PALATINE, IL
Past
August 1, 2005 - December 2, 2022
COUNTRY CAPITAL MANAGEMENT COMPANY
BD
CRD#: 12060
ROLLING MEADOWS, IL
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".
SA
SAVVY
CEDAR + SEVENS WEALTH | WEALTH RETENTION | SULLIVAN FARR WEALTH ADVISORS | STANDING OAK ADVISORS | SAVVY WEALTH, INC. | SAVVY WEALTH | SAVVY ADVISORS, INC. | SAVVY | PRESTIQ WEALTH PARTNERS CORP | NINE FOUR WEALTH | MARKETWISE ASSET MANAGEMENT | KHOURY PRIVATE WEALTH | HARDY CAPITAL INVESTMENTS | FLOURISH FINANCIAL PARTNERS
CRD#: 318493 / SEC#: 801-123656
RIA
Registered Investment Advisory firm - (4/11/2022 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
Colorado(10/6/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
SA
SAVVY
CEDAR + SEVENS WEALTH | WEALTH RETENTION | SULLIVAN FARR WEALTH ADVISORS | STANDING OAK ADVISORS | SAVVY WEALTH, INC. | SAVVY WEALTH | SAVVY ADVISORS, INC. | SAVVY | PRESTIQ WEALTH PARTNERS CORP | NINE FOUR WEALTH | MARKETWISE ASSET MANAGEMENT | KHOURY PRIVATE WEALTH | HARDY CAPITAL INVESTMENTS | FLOURISH FINANCIAL PARTNERS
CRD#: 318493 / SEC#: 801-123656
RIA
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Contact information
Main Address
111 West 33rd Street Unit 1410, New York, NY 10001
Mailing Address
Phone number
(833) 745-6789
Established
Firm type
Fiscal year end
# of Employees
60
SEC notice filing (38 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 3,776 |
| AUM (Assets Under Management) | $ 1,295,318,161 |
Red Flags
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Company Information
SAVVY
CRD#: 318493Rolling Meadows, IL 60008TRUST BUT VERIFY
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