Matthew J. Mathiesen

INTEGRITY WEALTH LLC

EUGENE, OR 97401

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CRD#: 5768992

Professional summary

Matthew James Mathiesen, CFP®, who also goes by Matt James Mathiesen II, Matt James Mathiesen, Matt Mathiesen, Matthew J Mathiesen Jr, Matthew James Mathiesen Jr, Matthew Mathiesen Jr, Matthew Mathiesen, is a registered financial advisor currently at INTEGRITY WEALTH LLC located in Eugene, Oregon.

Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Matthew has worked at 8 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

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 James Mathiesen's CRS (Customer Relationship Summary).

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: 2021

Experience

Current

July 1, 2024 - Present

INTEGRITY WEALTH LLC

Office #1: 576 Olive Street Suite 303, Eugene, OR 97401

RIA

CRD#: 330809

EUGENE, OR

Past

August 4, 2021 - June 24, 2024

JOURNEYTREE FINANCIAL ADVISORS

RIA

CRD#: 154618

EUGENE, OR

Past

September 1, 2020 - July 23, 2021

ROEHL & YI INVESTMENT ADVISORS, LLC

RIA

CRD#: 109258

EUGENE, OR

Past

June 18, 2019 - June 10, 2020

MERRIMAN

RIA

CRD#: 166580

Eugene, OR

Past

September 12, 2018 - May 16, 2019

AVANTAX ADVISORY SERVICES

RIA

CRD#: 104556

Eugene, OR

Past

September 11, 2018 - May 16, 2019

AVANTAX INVESTMENT SERVICES, INC.

CRD#: 13686

Eugene, OR

Past

July 24, 2017 - August 22, 2018

WADDELL & REED

RIA

CRD#: 866

WOBURN, MA

Past

July 24, 2017 - August 22, 2018

WADDELL & REED

CRD#: 866

WOBURN, MA

Past

January 6, 2016 - February 16, 2017

WADDELL & REED

CRD#: 866

WOBURN, MA

Past

March 11, 2014 - December 2, 2015

J.P. MORGAN SECURITIES LLC

CRD#: 79

EUGENE, OR

Past

April 29, 2010 - January 18, 2013

WADDELL & REED

CRD#: 866

EUGENE, OR

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".

INTEGRITY WEALTH LLC

INTEGRITY FINANCIAL | SANDERS COFFEE GROUP LLC | INTEGRITY WEALTH LLC

CRD#: 330809 / SEC#: 801-130226

RIA

Registered Investment Advisory firm - (5/6/2024 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

Oregon
(7/1/2024)

IAR

Texas
(10/9/2024)

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: 1/19/2017

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: 4/28/2010

General Securities Representative Examination

Current Firm

INTEGRITY WEALTH LLC

INTEGRITY FINANCIAL | SANDERS COFFEE GROUP LLC | INTEGRITY WEALTH LLC

CRD#: 330809 / SEC#: 801-130226

RIA

Registered Investment Advisory firm - (5/6/2024 Approved)

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Contact information

Main Address

576 Olive Street Suite 303, Eugene, OR 97401

Mailing Address

Phone number

(541) 650-6061

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (5 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

INTEGRITY WEALTH DISCLOSURE BROCHURE AND BROCHURE SUPPLEMENTS (1/31/2025)

Regulatory assets under management

Total Number of Accounts	764
AUM (Assets Under Management)	$ 260,316,725

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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Advisor Monitoring

Firm Stability Insights

Matthew J. Mathiesen

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew James Mathiesen's CRS (Customer Relationship Summary).

Certified licenses

Experience

JOURNEYTREE FINANCIAL ADVISORS

ROEHL & YI INVESTMENT ADVISORS, LLC

MERRIMAN

AVANTAX ADVISORY SERVICES

AVANTAX INVESTMENT SERVICES, INC.

WADDELL & REED

WADDELL & REED

WADDELL & REED

J.P. MORGAN SECURITIES LLC

WADDELL & REED

Primary Firm SEC Registration

INTEGRITY WEALTH LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 1/19/2017

SIE

Date: 10/1/2018

Series 7

Date: 4/28/2010

Current Firm

INTEGRITY WEALTH LLC

Contact information

SEC notice filing (5 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

INTEGRITY WEALTH LLC

TRUST BUT VERIFY

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