Matthew D. Evans

BSC CAPITAL PARTNERS

West Des Moines, IA 50265

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CRD#: 5623134

Professional summary

Matthew David Evans, who also goes by Matthew D Evans, is a registered financial advisor currently at BSC CAPITAL PARTNERS, LLC located in West Des Moines, Iowa.

Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2009. Matthew has worked at 2 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Matthew D Evans

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.

Committee Member; Oakwood Church-Finance Board Committee Member; Investment Related: Yes; 400 NE 56th ST, Pleasant Hill IA, 50327; Description of the business: Methodist Church; Responsibilities Duties: Vote on matters of finance for the church.; Start date with business: 2020-01-04; Hours devoted to business outside trading hours: 1. Insurance Agent; Matthew Evans Insurance; investment related: No; Location: 2401 CAROLINE CT SW ALTOONA IA 50009 United States; Responsibilities Duties: Sell Life insurance and insurance products; Start date with business: 2022-09-16; Hours per month devoted to business during trading hours: 5; Hours per month devoted to business outside trading hours: 5; Percentage of total yearly compensation expected to be derived from the business: 5;

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew David Evans'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

February 22, 2021 - Present

BSC CAPITAL PARTNERS, LLC

Office #1: 1031 Office Park Road Suite 4, West Des Moines, IA 50265

RIA

CRD#: 284338

West Des Moines, IA

Past

February 17, 2009 - February 22, 2021

EDWARD JONES

RIA

CRD#: 250

DES MOINES, IA

Past

February 4, 2009 - February 22, 2021

EDWARD JONES

CRD#: 250

DES MOINES, IA

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

Iowa
(2/22/2021)

IAR

Texas
(2/26/2021)

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: 2/13/2009

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 2/2/2009

General Securities Representative Examination

Current Firm

BSC CAPITAL PARTNERS, LLC

BOELMAN SHAW TAX AND FINANCIAL PLANNING | BSC CAPITAL PARTNERS, LLC

CRD#: 284338 / SEC#:

Iowa

Registered Investment Advisory firm - (10/7/2016 Approved)

Texas

Registered Investment Advisory firm - (2/23/2021 Conditional Restricted)

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Contact information

Main Address

1031 Office Park Road Suite 4, West Des Moines, IA 50265

Mailing Address

Phone number

(515) 225-1185

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	687
AUM (Assets Under Management)	$ 105,237,261

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 D. Evans

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew David Evans's CRS (Customer Relationship Summary).

Certified licenses

Experience

BSC CAPITAL PARTNERS, LLC

EDWARD JONES

EDWARD JONES

State Registrations and Notice Filings

Exams

Series 66

Date: 2/13/2009

SIE

Date: 10/1/2018

Series 7

Date: 2/2/2009

Current Firm

BSC CAPITAL PARTNERS, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

BSC CAPITAL PARTNERS, LLC

TRUST BUT VERIFY

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