Matthew S. Ervin

FORUM WEALTH GROUP

LIPAN, TX

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CRD#: 6458262

Professional summary

Matthew Scott Ervin, CFP®, CPWA®, who also goes by Matt Ervin, is a registered financial advisor currently at FORUM WEALTH GROUP located in Lipan, Texas.

Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Matthew has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Matt Ervin

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 Scott Ervin'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: 2019

CPWA^®

Certified Private Wealth Advisor

Start date: 2021-05-12

Expire date: 2023-04-30

Experience

Current

April 10, 2026 - Present

FORUM WEALTH GROUP

RIA

CRD#: 341013

LIPAN, TX

Past

July 29, 2016 - January 30, 2026

CALTON & ASSOCIATES, INC.

CRD#: 20999

Eastland, TX

Past

July 28, 2016 - January 30, 2026

SMART MONEY GROUP, LLC

RIA

CRD#: 284187

EASTLAND, TX

Past

January 19, 2016 - July 29, 2016

VSR FINANCIAL SERVICES, INC.

RIA

CRD#: 14503

EASTLAND, TX

Past

October 22, 2015 - July 29, 2016

VSR FINANCIAL SERVICES, INC.

CRD#: 14503

EASTLAND, TX

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

Texas
(4/10/2026)

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: 1/14/2016

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: 10/22/2015

General Securities Representative Examination

Current Firm

FORUM WEALTH GROUP

FORUM WEALTH GROUP | FORUM WEALTH GROUP, LLC

CRD#: 341013 / SEC#:

Texas

Registered Investment Advisory firm - (4/10/2026 Approved)

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Contact information

Main Address

Lipan, TX

Mailing Address

Phone number

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Firm Stability Insights

Matthew S. Ervin

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew Scott Ervin's CRS (Customer Relationship Summary).

Certified licenses

Experience

FORUM WEALTH GROUP

CALTON & ASSOCIATES, INC.

SMART MONEY GROUP, LLC

VSR FINANCIAL SERVICES, INC.

VSR FINANCIAL SERVICES, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 1/14/2016

SIE

Date: 10/1/2018

Series 7

Date: 10/22/2015

Current Firm

FORUM WEALTH GROUP

Contact information

Documents

Red Flags

Company Information

FORUM WEALTH GROUP

TRUST BUT VERIFY

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