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Matthew Jeremy Curfman

RICHMOND BROTHERS, INC.·JACKSON, Michigan
Series 7, Series 63, Series 65CFP14 years registeredRICHMOND 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. · 14 years registered
Brand Profile
Not yet started
01

Career History

RICHMOND BROTHERS, INC.
Sep 2011 – present
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 63
Series 65
Registration record
First registered · September 28, 2011
Years registered · 14
Professional designation · CFP
03

Disclosure History

2022Customer Dispute·Settled

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

04

Firm Overview

Firm
RICHMOND BROTHERS, INC.
CRD 158916 · SEC 801-72736
AUM
$232M
Regulatory assets under management
Employees
18
2,092 client accounts
Services offered by RICHMOND BROTHERS, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at RICHMOND BROTHERS, INC. →
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05

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 holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
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.
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David Scott Richmond
JACKSON, MI

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