AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Advisor Search
Why Advisor Check

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Pricing
For Advisors
IM

Ivan A. Matherson

ENSIGN ADVISORY PARTNERS LLC
Gilbert, AZ 85297
Some features on this profile are disabled
CRD#: 7507031
IM

Professional summary

Ivan Alejandro Matherson is a registered financial advisor currently at ENSIGN ADVISORY PARTNERS LLC located in Gilbert, Arizona.

Ivan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Ivan has worked at 2 firms and has passed the Series 66, Series 7TO and SIE exams.

top-8-questions

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.
S'Groovy - Noninvestment related, 30305 W Bellview St. Buckeye, AZ 85396, skateboard shop, President/CEO, 4/1/2022, 0, 0, created product listings. IMCMB LLC DBA 40 Labz DBA Large Studios - Noninvestment related, 30305 W Bellview St. Buckeye, AZ 85396, Holding company, managing member, 1/12/2023, 0, 0, N/A

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ivan Alejandro Matherson'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

March 19, 2025 - Present

ENSIGN ADVISORY PARTNERS LLC

Office #1: 111 E. Rivulon Blvd. Suite 103b, Gilbert, AZ 85297
RIA
CRD#: 325650
Gilbert, AZ
Past

April 24, 2024 - March 6, 2025

OSAIC WEALTH, INC.

BD
CRD#: 23131
PHOENIX, AZ

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
Arizona
(3/19/2025)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 12/9/2024
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 4/23/2024
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 7/28/2023
Securities Industry Essentials Examination

Current Firm

EA
ENSIGN ADVISORY PARTNERS LLC
ENSIGN ADVISORY PARTNERS | ENSIGN ADVISORY PARTNERS LLC

CRD#: 325650 / SEC#:

Arizona
Registered Investment Advisory firm - (5/2/2023 Approved)
California
Registered Investment Advisory firm - (5/4/2023 Approved)
Texas
Registered Investment Advisory firm - (6/20/2023 Conditional Restricted)
Utah
Registered Investment Advisory firm - (1/19/2024 Approved)
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
111 E. Rivulon Blvd. Suite 103b, Gilbert, AZ 85297
Mailing Address
Phone number
(602) 507-5991
Established
Firm type
Fiscal year end
# of Employees
6

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts686
AUM (Assets Under Management)$ 91,857,443

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.

Company Information

ENSIGN ADVISORY PARTNERS LLC

CRD#: 325650Gilbert, AZ 85297

TRUST BUT VERIFY

Monitor Ivan Matherson

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors

Richard Lee Cox SR
Richard CoxAdvisorCheck Check Mark
OSAIC WEALTH, INC.
IAR
RR
CHATTANOOGA, TN
Ryan Christopher Perry
Ryan PerryAdvisorCheck Check Mark
FALCON WEALTH PLANNING, INC.
IAR
ONTARIO, CA
ED
Edgar DuranAdvisorCheck Check Mark
TRANSAMERICA FINANCIAL ADVISORS, LLC
RR
West Palm Beach, FL
footer-logo
How We Help
Advisor Search
Find Advisors by State
Blog
Glossary
For Advisors
About Us
Help Center
Terms Of UsePrivacy PolicySubscription Policy
AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics