Matthew B. Bierwirth

LIVING ROOM WEALTH MANAGEMENT

Fort Collins, CO

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CRD#: 5581949

Professional summary

Matthew Broderick Bierwirth, CFP® is a registered financial advisor currently at LIVING ROOM WEALTH MANAGEMENT located in Fort Collins, Colorado.

Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Matthew has worked at 2 firms and has passed the Series 63 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew Broderick Bierwirth'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^®

Certified Financial Planner

Start date: 2017

Experience

Current

July 8, 2017 - Present

LIVING ROOM WEALTH MANAGEMENT

RIA

CRD#: 116014

Fort Collins, CO

Past

August 26, 2008 - December 8, 2008

FORESTERS FINANCIAL SERVICES, INC.

CRD#: 305

LEXINGTON, KY

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

Arizona
(5/5/2020)

IAR

Colorado
(7/3/2019)

IAR

Kentucky
(7/8/2017)

IAR

Ohio
(7/10/2017)

IAR

Texas
(7/8/2017)

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: 9/9/2008

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 6

Date: 8/25/2008

Investment Company Products/Variable Contracts Representative Examination

Current Firm

LIVING ROOM WEALTH MANAGEMENT

LIVING ROOM WEALTH MANAGEMENT | RESOURCE DESIGN, INC.

CRD#: 116014 / SEC#:

Arizona

Registered Investment Advisory firm - (5/5/2020 Approved)

Colorado

Registered Investment Advisory firm - (7/3/2019 Approved)

Kentucky

Registered Investment Advisory firm - (7/7/1997 Approved)

Ohio

Registered Investment Advisory firm - (5/9/2008 Approved)

Texas

Registered Investment Advisory firm - (8/28/2001 Approved)

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Contact information

Main Address

Fort Collins, CO

Mailing Address

Phone number

(859) 801-5466

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	128
AUM (Assets Under Management)	$ 53,936,298

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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Matthew B. Bierwirth

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew Broderick Bierwirth's CRS (Customer Relationship Summary).

Certified licenses

Experience

LIVING ROOM WEALTH MANAGEMENT

FORESTERS FINANCIAL SERVICES, INC.

State Registrations and Notice Filings

Exams

Series 63

Date: 9/9/2008

Series 6

Date: 8/25/2008

Current Firm

LIVING ROOM WEALTH MANAGEMENT

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

LIVING ROOM WEALTH MANAGEMENT

TRUST BUT VERIFY

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