Matthew R. Smith
Professional summary
Matthew Robert Smith, who also goes by Matthew R Smith, is a registered financial advisor currently at BLUESTEM WEALTH PARTNERS, LLC located in Minnetonka, Minnesota.
Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Matthew has worked at 2 firms and has passed the Series 65, Series 7TO and SIE exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Matthew Robert Smith's CRS (Customer Relationship Summary).
Certified licenses
Experience
July 1, 2024 - Present
BLUESTEM WEALTH PARTNERS, LLC
Office #1: 13100 Wayzata Blvd Suite 330, Minnetonka, MN 55305August 13, 2022 - February 8, 2023
AMERIPRISE FINANCIAL SERVICES, LLC
Primary Firm SEC Registration
BLUESTEM WEALTH PARTNERS, LLC
CRD#: 324489 / SEC#: 801-127198
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(7/1/2024)
Exams
Series 7TO
Date: 8/13/2022
General Securities Representative ExaminationCurrent Firm
BLUESTEM WEALTH PARTNERS, LLC
CRD#: 324489 / SEC#: 801-127198
Contact information
SEC notice filing (12 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 7,935 |
| AUM (Assets Under Management) | $ 968,000,000 |
Red Flags
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