Matthew D. Gusky

ARDENT WEALTH MANAGEMENT

Rockford, MI

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CRD#: 7242309

Professional summary

Matthew Daniel Gusky is a registered financial advisor currently at ARDENT WEALTH MANAGEMENT located in Rockford, Michigan.

Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Matthew has worked at 3 firms and has passed the Series 65 exam.

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.

Regal Financial Group; 2687 44th St SE, Kentwood, MI 49512; Insurance sales; Not investment related; 4 hours per month, 0 during trading hours; Start 7/2020; Commission Crosswise Insurance Agency, LLC 14555 N. Scottsdale Rd #320, Scottsdale, AZ 85254; Insurance Sales; 10 hours per month, 0 during trading hours, Start 11/2024; commission.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew Daniel Gusky'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

December 5, 2024 - Present

ARDENT WEALTH MANAGEMENT

RIA

CRD#: 332593

Rockford, MI

Past

December 6, 2021 - January 15, 2025

LIFEWORKS ADVISORS, LLC

RIA

CRD#: 288255

GRAND RAPIDS, MI

Past

March 19, 2020 - November 8, 2021

REGAL INVESTMENT ADVISORS LLC

RIA

CRD#: 125004

KENTWOOD, MI

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
(12/5/2024)

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 65

Date: 1/31/2020

Uniform Investment Adviser Law Examination

Current Firm

ARDENT WEALTH MANAGEMENT

ARDENT WEALTH MANAGEMENT | ARDENT WEALTH MANAGEMENT INC.

CRD#: 332593 / SEC#:

Arizona

Registered Investment Advisory firm - (11/8/2024 Approved)

Michigan

Registered Investment Advisory firm - (12/5/2024 Approved)

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Contact information

Main Address

14555 N Scottsdale Rd Suite 320, Scottsdale, AZ 85254

Mailing Address

Phone number

(480) 382-3151

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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Matthew D. Gusky

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew Daniel Gusky's CRS (Customer Relationship Summary).

Certified licenses

Experience

ARDENT WEALTH MANAGEMENT

LIFEWORKS ADVISORS, LLC

REGAL INVESTMENT ADVISORS LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 1/31/2020

Current Firm

ARDENT WEALTH MANAGEMENT

Contact information

Documents

Red Flags

Company Information

ARDENT WEALTH MANAGEMENT

TRUST BUT VERIFY

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