Unclaimed Profile

Matthew Jeremy Curfman

RICHMOND BROTHERS, INC.·JACKSON, Michigan

Clean recordRICHMOND BROTHERS, INC.

3568 WILDWOOD AVENUE, JACKSON, MI 49202CRD# 3268909Firm CRD# 158916

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Matthew Jeremy Curfman · JACKSON, MI

Registration

CRD #3268909 · RICHMOND BROTHERS, INC.

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Matthew Jeremy Curfman is a registered financial advisor based in JACKSON, Michigan, affiliated with RICHMOND BROTHERS, INC.. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Introduction

Speak with Matthew

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Matthew is the right fit? Take our 2-minute quiz →

Firm Overview

Firm

RICHMOND BROTHERS, INC.

AUM

$232M

Regulatory assets under management

Employees

Total firm employees

View all advisors at RICHMOND BROTHERS, INC. →

Services

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 3268909

Firm CRD# 158916

View on FINRA BrokerCheck →

Looking for a financial advisor in JACKSON?

Browse all registered financial advisors in JACKSON, Michigan or claim this profile if it's yours.

Browse JACKSON Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Matthew Jeremy Curfman offer?

Matthew Jeremy Curfman specializes in Financial Planning, Investment Management. Contact their office in JACKSON, Michigan for a consultation.

What are Matthew Jeremy Curfman's credentials?

Matthew Jeremy Curfman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Matthew Jeremy Curfman located?

Matthew Jeremy Curfman is based in JACKSON, Michigan, working with RICHMOND BROTHERS, INC.. Their office serves clients in the JACKSON metropolitan area and surrounding communities.

How does Matthew Jeremy Curfman charge for services?

Matthew Jeremy Curfman's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is RICHMOND BROTHERS, INC.?

RICHMOND BROTHERS, INC. has approximately 18 employees and manages $232M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →