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MS

Matthew J. Selihar

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CRD#: 5452981
MS

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Matthew Jordan Selihar, who also goes by Matt Selihar, was a registered financial professional .

Matthew is a previously registered financial professional and started their career in finance in 2014. Matthew had worked at 6 firms and has passed the Series 66, SIE and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Matt Selihar

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.
100% OWNER, 2299 ROSEMONT TERRACE, 2299 ROSEMONT TERRACE, FURLONG, , PENNSYLVANIA, 18925, UNITED STATES OF AMERICA, INVESTMENT PROPERTY, START DATE: 05/19/2021, HOURS PER MONTH: 0-5, HOURS DURING SECURITIES TRADING HOURS: 0-5, RENTAL PROPERTY THAT I OWN. 2. CREATOR, SOCIAL MEDIA CONTRIBUTOR (TIKTOK), 11038 S 20 MILE RD, APT 1104, PARKER, , COLORADO, 80134, UNITED STATES OF AMERICA, NON-FINANCIAL SERVICES BUSINESS, START DATE: 05/20/2021, HOURS PER MONTH: 6-20, HOURS DURING SECURITIES TRADING HOURS: 0-5, CONTENT CREATOR

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

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


Past

January 16, 2024 - October 31, 2025

COLORADO WEALTH GROUP LLC

RIA
CRD#: 310024
Denver, CO
Past

April 16, 2021 - May 1, 2023

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

RIA
CRD#: 2881
ENGLEWOOD, CO
Past

April 15, 2021 - May 1, 2023

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

BD
CRD#: 2881
ENGLEWOOD, CO
Past

October 24, 2018 - April 7, 2021

RUSSELL INVESTMENTS

RIA
CRD#: 105734
SEATTLE, WA
Past

October 24, 2018 - April 7, 2021

RUSSELL INVESTMENTS FINANCIAL SERVICES, LLC

BD
CRD#: 21771
SEATTLE, WA
Past

May 2, 2014 - October 17, 2018

BLACKROCK INVESTMENT MANAGEMENT, LLC

RIA
CRD#: 108928
Bostom, MA
Past

March 29, 2014 - October 17, 2018

BLACKROCK INVESTMENTS, LLC

BD
CRD#: 38642
BOSTON, MA

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".
CW
COLORADO WEALTH GROUP LLC
COLORADO WEALTH GROUP | COLORADO WEALTH GROUP, LLC | COLORADO WEALTH GROUP LLC

CRD#: 310024 / SEC#: 801-122586

RIA
Registered Investment Advisory firm - (11/1/2021 Approved)
California
Registered Investment Advisory firm - (12/1/2021 Terminated)
Colorado
Registered Investment Advisory firm - (11/3/2021 Terminated)
Florida
Registered Investment Advisory firm - (11/1/2021 Terminated)
Louisiana
Registered Investment Advisory firm - (11/3/2021 Terminated)
Ohio
Registered Investment Advisory firm - (11/3/2021 Terminated)
Texas
Registered Investment Advisory firm - (11/1/2021 Terminated)

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 4/29/2014
Uniform Combined State Law Examination
General Industry/Product Exam
General Industry/Product Exam

Current Firm


CW
COLORADO WEALTH GROUP LLC
COLORADO WEALTH GROUP | COLORADO WEALTH GROUP, LLC | COLORADO WEALTH GROUP LLC

CRD#: 310024 / SEC#: 801-122586

RIA
Registered Investment Advisory firm - (11/1/2021 Approved)
California
Registered Investment Advisory firm - (12/1/2021 Terminated)
Colorado
Registered Investment Advisory firm - (11/3/2021 Terminated)
Florida
Registered Investment Advisory firm - (11/1/2021 Terminated)
Louisiana
Registered Investment Advisory firm - (11/3/2021 Terminated)
Ohio
Registered Investment Advisory firm - (11/3/2021 Terminated)
Texas
Registered Investment Advisory firm - (11/1/2021 Terminated)
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Contact information


Main Address
1345 S. Broadway, Denver, CO 80210
Mailing Address
Phone number
(720) 729-2500
Established
Firm type
Fiscal year end
# of Employees
11

SEC notice filing (9 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

PART 2A BROCHURE (3/3/2025)

Regulatory assets under management


Total Number of Accounts1,161
AUM (Assets Under Management)$ 235,338,632

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.

Company Information


COLORADO WEALTH GROUP LLC

CRD#: 310024

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