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Matthew Brian Boersen

FINANCIAL ARCITECTS, INC·JENISON, Michigan
Clean recordFINANCIAL 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
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Matthew Brian Boersen is a registered financial advisor based in JENISON, Michigan, affiliated with FINANCIAL ARCITECTS, INC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
FINANCIAL ARCITECTS, INC
STRAIGHT PATH WEALTH MANAGEMENT
AUM
$272M
Regulatory assets under management
Employees
10
Total firm employees
View all advisors at FINANCIAL ARCITECTS, INC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Hourly charges
Regulatory
SEC/IARD CRD# 5700339
Firm CRD# 148897
View on FINRA BrokerCheck →

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