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Matthew Brian Boersen

FINANCIAL ARCITECTS, INC·JENISON, Michigan
Series 7, Series 63, Series 65CFPClean record15 years registeredFINANCIAL ARCITECTS, INC
7699 GEORGETOWN CENTER DRIVE, JENISON, MI 49428CRD# 5700339Firm CRD# 148897

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Matthew Brian Boersen · JENISON, MI
Registration
CRD #5700339 · FINANCIAL ARCITECTS, INC · 15 years registered
Brand Profile
Not yet started
01

Career History

STRAIGHT PATH WEALTH MANAGEMENT
Aug 2013 – present
SA ADVISORY LLC
Sep 2017 – Dec 2020
JENISON, MI
SPC
Sep 2010 – Jul 2013
GRAND RAPIDS, MI
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 63
Series 65
Registration record
First registered · September 27, 2010
Years registered · 15
Professional designation · CFP
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
FINANCIAL ARCITECTS, INC
CRD 148897 · SEC 801-120307
AUM
$272M
Regulatory assets under management
Employees
10
1,609 client accounts
Services offered by FINANCIAL ARCITECTS, INC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at FINANCIAL ARCITECTS, INC →
Introduction

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05

Frequently Asked Questions

What services does Matthew Brian Boersen offer?
Matthew Brian Boersen specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in JENISON, Michigan for a consultation.
What are Matthew Brian Boersen's credentials?
Matthew Brian Boersen holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Matthew Brian Boersen located?
Matthew Brian Boersen is based in JENISON, Michigan, working with FINANCIAL ARCITECTS, INC. Their office serves clients in the JENISON metropolitan area and surrounding communities.
How does Matthew Brian Boersen charge for services?
Matthew Brian Boersen's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is FINANCIAL ARCITECTS, INC?
FINANCIAL ARCITECTS, INC has approximately 10 employees and manages $272M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Victoria Joy Buffum
JENISON, MI

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