MG
Matt J. Goren
MAIN STREET FINANCIAL SOLUTIONS
Chicago, IL
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CRD#: 7991283
MG
Matt J GorenMAIN STREET FINANCIAL SOLUTIONS
Professional summary
Matt J Goren, who also goes by Matthew Jacob Goren, is a registered financial advisor currently at MAIN STREET FINANCIAL SOLUTIONS, LLC located in Chicago, Illinois.
Matt is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Matt has worked at 2 firms and has passed the Series 65 and Series 63 exams.
At a Glance
Always Fiduciary
Aliases
Matthew Jacob Goren
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: Danko Education; Is business Investment related: No; Address of other business: 503 E. Washington Avenue, Suite 1C, Newtown, PA 18940; Nature of other business: Financial education; Your position: Chief Strategy Officer; Start date of relationship: 02/2025; Approx. # of hours per month devoted to other business: 160; Number of hours devoted to other business during securities trading hours per month: 100; Briefly describe duties: Run Danko Education, a leading CFP educator. 2.Name of other business: Global Financial Planning Institute; Is business Investment related: No; Address of other business: 200 Southdale Center Edina, MN, 55435; Nature of other business: Financial education; Your position: Director of Curriculum; Start date of relationship: 8/1/2020; Approx. # of hours /month devote to other business: 1; Number of hours devoted to other business during securities trading hours: 0; Briefly describe duties: Maintain CE.
CRS (Client Relationship Summary) - RIA
Click below to view Matt J Goren'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®
NoneExperience
Current
February 6, 2026 - Present
MAIN STREET FINANCIAL SOLUTIONS, LLC
RIA
CRD#: 305834
Chicago, IL
Past
October 17, 2024 - January 20, 2026
FARTHER
RIA
CRD#: 302050
Chicago, IL
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".
MS
MAIN STREET FINANCIAL SOLUTIONS, LLC
ARSENAL CAPITAL ADVISORS | TWIN LIGHTS WEALTH MANAGEMENT | THIN BLUE LINE FINANCIAL | MASS FINANCIAL MANAGEMENT | MAIN STREET FINANCIAL SOLUTIONS, LLC | LIVINGWORTH WEALTH ADVISORS | LEGACY CAPITAL | JUNO WEALTH MANAGEMENT | JJM FINANCIAL GROUP | GENCAPITAL ADVISORY PARTNERS | EXITFOUR WEALTH PARTNERS | COLLABORATIVE WEALTH ADVISORY | CLOVERLY WEALTH MANAGEMENT
CRD#: 305834 / SEC#: 801-117871
RIA
Registered Investment Advisory firm - (1/2/2020 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.Highlighted states indicate IAR registrations
IAR
Illinois(2/6/2026)
Exams
State Security Law Exam
State Security Law Exam
Current Firm
MS
MAIN STREET FINANCIAL SOLUTIONS, LLC
ARSENAL CAPITAL ADVISORS | TWIN LIGHTS WEALTH MANAGEMENT | THIN BLUE LINE FINANCIAL | MASS FINANCIAL MANAGEMENT | MAIN STREET FINANCIAL SOLUTIONS, LLC | LIVINGWORTH WEALTH ADVISORS | LEGACY CAPITAL | JUNO WEALTH MANAGEMENT | JJM FINANCIAL GROUP | GENCAPITAL ADVISORY PARTNERS | EXITFOUR WEALTH PARTNERS | COLLABORATIVE WEALTH ADVISORY | CLOVERLY WEALTH MANAGEMENT
CRD#: 305834 / SEC#: 801-117871
RIA
Registered Investment Advisory firm - (1/2/2020 Approved)Loading...
Contact information
Main Address
503 E. Washington Avenue Suite 1c, Newtown, PA 18940
Mailing Address
Phone number
(215) 259-5021
Established
Firm type
Fiscal year end
# of Employees
41
SEC notice filing (26 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 6,091 |
| AUM (Assets Under Management) | $ 2,494,613,000 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
