MB

Matthew J. Breker

CULTIVATE FINANCIAL
FARGO, ND 58103
Some features on this profile are disabled
CRD#: 7076198
MB

Professional summary


Matthew John Breker, who also goes by Matt Breker, Matthew J Breker, Matthew Breker, is a registered financial advisor currently at CULTIVATE FINANCIAL located in Fargo, North Dakota.

Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Matthew has worked at 3 firms and has passed the Series 66, Series 7TO and SIE exams.

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Matt Breker | Matthew J Breker | Matthew Breker

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.

CRS (Client Relationship Summary) - RIA


Click below to view Matthew John Breker'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 10, 2022 - Present

CULTIVATE FINANCIAL

Office #1: 808 3rd Ave S, Ste 301, Fargo, ND 58103
RIA
CRD#: 318616
FARGO, ND
Past

April 22, 2021 - January 5, 2022

MML INVESTORS SERVICES, LLC

RIA
CRD#: 10409
Fargo, ND
Past

April 12, 2021 - January 5, 2022

MML INVESTORS SERVICES, LLC

BD
CRD#: 10409
Fargo, ND
Past

June 10, 2019 - April 14, 2021

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA
CRD#: 7691
FARGO, ND
Past

May 3, 2019 - April 14, 2021

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
FARGO, ND

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
Minnesota
(7/8/2022)
IAR
North Dakota
(2/10/2022)

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 5/31/2019
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 5/3/2019
General Securities Representative Examination
General Industry/Product Exam

Current Firm


CF
CULTIVATE FINANCIAL
CULTIVATE FINANCIAL | CULTIVATE FINANCIAL, LLC

CRD#: 318616 / SEC#:

Minnesota
Registered Investment Advisory firm - (7/8/2022 Approved)
North Dakota
Registered Investment Advisory firm - (2/10/2022 Approved)
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Contact information


Main Address
118 Broadway North, Suite 507, Fargo, ND 58102
Mailing Address
Phone number
(701) 866-9678
Established
Firm type
Fiscal year end
# of Employees
1

Regulatory assets under management


Total Number of Accounts23
AUM (Assets Under Management)$ 3,176,921

Red Flags


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

Company Information


CULTIVATE FINANCIAL

CRD#: 318616Fargo, ND 58103

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