Matthew L. Bearth
ADVISORNET WEALTH PARTNERS
MINNEAPOLIS, MN 55413
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CRD#: 6740757
Professional summary
Matthew Luke Bearth, CFP® is a registered financial advisor currently at ADVISORNET WEALTH PARTNERS located in Minneapolis, Minnesota and CETERA INVESTMENT ADVISERS LLC located in Minneapolis, Minnesota.
Matthew is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2020. Matthew has worked at 3 firms and has passed the Series 63, Series 7TO and SIE 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.
(1) NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FIXED INSURANCE; START DATE: 07/2014; APX NUMBER OF HOURS PER WEEK: 2; APX NUMBER OF HOURS DURING TRADING HOURS: 2; POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT; BRIEF DESCRIPTION OF DUTIES: SELLS LIFE AND DISABILITY; (2) NAME OF OTHER BUSINESS: ADVISORNET FINANCIAL INC, DBA ADVISORNET WEALTH PARTNERS - CRD #113074; INVESTMENT RELATED: YES ; ADDRESS: SAME AS REGISTERED LOCATION ; NATURE OF BUSINESS: ADVISORY BUSINESS ; POSITION/TITLE/RELATIONSHIP: ADVISORY REPRESENTATIVE / CFP ; START DATE: 01/2021 ; APX NUMBER OF HOURS PER WEEK: 40 ; APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 ; BRIEF DESCRIPTION OF DUTIES: FINANCIAL PLANNING ; (3) NAME OF OTHER BUSINESS: ST. JOHN VIANNEY SEMINARY IN ST. PAUL MN; INVESTMENT RELATED: NO; ADDRESS: 2110 SELBY AVENUE ST PAUL, MN 55104; NATURE OF BUSINESS: CHARITY; START DATE: 09/2022; POSITION/TITLE/RELATIONSHIP: ALUMNI AMBASSADOR; APX NUMBER OF HOURS PER WEEK: LESS THAN 1; APX NUMBER OF HOURS DURING TRADING HOURS: LESS THAN 1; BRIEF DESCRIPTION OF DUTIES: MEET WITH STAFF AND HELP PLAN EVENTS; (4) NAME OF OTHER BUSINESS: BEARTH FINANCIAL INCORPORATED, INVESTMENT RELATED: YES, ADDRESS: SAME AS RESIDENTIAL LOCATION, NATURE OF BUSINESS: EXPENSE MANAGEMENT, START DATE:01/2024, POSITION/TITLE/RELATIONSHIP: CEO/OWNER, APX NUMBER OF HOURS PER WEEK: 40, APX NUMBER OF HOURS DURING TRADING HOURS: 32.5, BRIEF DESCRIPTION OF DUTIES: BUSINESS OPERATION AND EXPENSE MANAGEMENT. (5) NAME OF OTHER BUSINESS: BOX FINANCIAL ADVISORS; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FINANCIAL SERVICES; START DATE: 07/2024; POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL; APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADING HOURS: 32.5; BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES;
CRS (Client Relationship Summary) - RIA
Click below to view Matthew Luke Bearth'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: 2020
Experience
Current
January 21, 2021 - Present
ADVISORNET WEALTH PARTNERS
Office #1: 1300 Godward Street Ne, Suite 4100, Minneapolis, MN 55413RIA
CRD#: 113074
MINNEAPOLIS, MN
Current
June 29, 2023 - Present
CETERA INVESTMENT ADVISERS LLC
Office #1: 901 Marquette Ave Suite 2800, Minneapolis, MN 55402Office #2: 10705 Town Square Dr Ste 230, Blaine, MN 55449RIA
CRD#: 105644
MINNEAPOLIS, MN
Current
September 3, 2020 - Present
CETERA WEALTH SERVICES, LLC
Office #1: 10705 Town Square Dr Ste 230, Blaine, MN 55449Office #2: 901 Marquette Ave Suite 2800, Minneapolis, MN 55402BD
CRD#: 13572
Blaine, MN
Past
October 20, 2020 - June 29, 2023
CETERA WEALTH SERVICES, LLC
RIA
CRD#: 13572
Minneapolis, MN
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".
CI
CETERA INVESTMENT ADVISERS LLC
CETERA ADVISOR NETWORKS | TERRA FINANCIAL PLANNING GROUP LTD | GENWORTH FINANCIAL ADVISERS CORPORATION | FIRST ALLIED ADVISORY SERVICES | CETERA INVESTMENT ADVISERS LLC | CETERA ADVISORS
CRD#: 105644 / SEC#: 801-20406
RIA
Registered Investment Advisory firm - (1/13/1984 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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alabama(1/5/2024)
RR
Alaska(1/5/2024)
RR
Arizona(1/5/2024)
RR
California(1/5/2024)
RR
Florida(1/11/2021)
RR
Illinois(8/9/2023)
RR
Indiana(6/23/2022)
RR
Kentucky(6/23/2022)
RR
Minnesota(10/20/2020)
IAR
Minnesota(1/21/2021)
RR
Nebraska(1/16/2024)
RR
New York(1/5/2024)
RR
Ohio(1/2/2025)
RR
South Dakota(6/23/2022)
RR
Texas(8/4/2022)
IAR
Texas(6/29/2023)
RR
Utah(6/23/2022)
RR
Virginia(6/23/2022)
RR
Washington(6/23/2022)
RR
Wisconsin(6/23/2022)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 9/3/2020
General Securities Representative ExaminationGeneral Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
CI
CETERA INVESTMENT ADVISERS LLC
CETERA ADVISOR NETWORKS | TERRA FINANCIAL PLANNING GROUP LTD | GENWORTH FINANCIAL ADVISERS CORPORATION | FIRST ALLIED ADVISORY SERVICES | CETERA INVESTMENT ADVISERS LLC | CETERA ADVISORS
CRD#: 105644 / SEC#: 801-20406
RIA
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Contact information
Main Address
1450 American Lane 6th Floor, Suite 650, Schaumburg, IL 60173-2096
Mailing Address
Phone number
(310) 257-7880
Established
Firm type
Fiscal year end
# of Employees
7,705
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 584,487 |
| AUM (Assets Under Management) | $ 163,792,814,520 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/27/2025 | ||
| 12/13/2024 | ||
| 09/26/2023 | ||
| 11/18/2022 |
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.
