Matthew B. Boersen
STRAIGHT PATH WEALTH MANAGEMENT
Jenison, MI 49428
Some features on this profile are disabled
CRD#: 5700339
Professional summary
Matthew Brian Boersen, CFP®, who also goes by Matthew Nmn Boersen, Matthew Boersen, is a registered financial advisor currently at STRAIGHT PATH WEALTH MANAGEMENT located in Jenison, Michigan.
Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2009. Matthew has worked at 4 firms and has passed the Series 65, Series 63 and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Matthew Nmn Boersen | Matthew Boersen
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) STRAIGHT PATH WEALTH MANAGEMENT: PROVIDE FINANCIAL SERVICES AS WELL AS SELL LIFE, HEALTH AND LTC THROUGH VARIOUS INSURANCE COMPANIES. 2) Board Director; CMA Board Director; Investment Related: No; Location: Zeeland, MI; Description of the business: Non-profit providing health care and religious services to Africa; Responsibilities Duties: Board Director; Start date with business: 2015-09-01; Hours devoted to business during trading hours: 1. 3) Board Director; CFP Board Director; Investment Related: No; Location: 1425 K St NW #800, Washington, DC 20005; Description of the business: Oversight body for Certified Financial Planner professionals; Responsibilities Duties: Oversight of non-profit; Start date with business: 2020-01-01; Hours devoted to business during trading hours: 2; Hours devoted to business outside trading hours: 2. 4) Matt Boersen is an Owner at Consensus Settlement Partners, LLC; Investment related: Yes; Location: 7699 Georgetown Center Dr Jenison MI 49428; Start date: 2024-05-08; Description: A consulting company that Matt owns 50% of that will refer investment advisory business over to Straight Path Wealth. Straight Path will not pay any fees to Consensus at this time, although that may change in the future; Responsibilities Duties: Owner; 2 Hours per month during trading hours; 2 Hours per month outside trading hours; 0 % of total yearly compensation from the business.
CRS (Client Relationship Summary) - RIA
Click below to view Matthew Brian Boersen'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: 2014
Experience
Current
August 14, 2013 - Present
STRAIGHT PATH WEALTH MANAGEMENT
Office #1: 7699 Georgetown Center Drive, Jenison, MI 49428RIA
CRD#: 148897
Jenison, MI
Past
September 7, 2017 - December 16, 2020
SA ADVISORY LLC
RIA
CRD#: 285327
JENISON, MI
Past
September 27, 2010 - July 16, 2013
SPC
RIA
CRD#: 110692
GRAND RAPIDS, MI
Past
August 12, 2009 - July 16, 2013
SIGMA FINANCIAL CORPORATION
BD
CRD#: 14303
GRAND RAPIDS, MI
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".
SP
STRAIGHT PATH WEALTH MANAGEMENT
FINANCIAL ARCHITECTS, INC | STRAIGHT PATH WEALTH MANAGEMENT | FINANCIAL ARCITECTS, INC
CRD#: 148897 / SEC#: 801-120307
RIA
Registered Investment Advisory firm - (2/11/2021 Approved)Michigan
Registered Investment Advisory firm - (3/10/2021 Terminated)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
Michigan(8/14/2013)
IAR
Texas(11/19/2021)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
Current Firm
SP
STRAIGHT PATH WEALTH MANAGEMENT
FINANCIAL ARCHITECTS, INC | STRAIGHT PATH WEALTH MANAGEMENT | FINANCIAL ARCITECTS, INC
CRD#: 148897 / SEC#: 801-120307
RIA
Registered Investment Advisory firm - (2/11/2021 Approved)Michigan
Registered Investment Advisory firm - (3/10/2021 Terminated)Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
Contact information
Main Address
7699 Georgetown Center Drive, Jenison, MI 49428
Mailing Address
Phone number
(616) 288-3670
Established
Firm type
Fiscal year end
# of Employees
11
SEC notice filing (5 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,783 |
| AUM (Assets Under Management) | $ 347,960,970 |
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
STRAIGHT PATH WEALTH MANAGEMENT
CRD#: 148897Jenison, MI 49428TRUST BUT VERIFY
Monitor Matthew Boersen
Get automatic monthly alerts on:Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates
