Unclaimed Profile

Matthew Russell Bohrer

FINANCIAL & INVESTMENT MANAGEMENT GROUP LTD·TRAVERSE CITY, Michigan

Series 65Clean record15 years registeredFINANCIAL & INVESTMENT MANAGEMENT GROUP LTD

111 CASS STREET, TRAVERSE CITY, MI 49684CRD# 4392008Firm CRD# 109811

Profile Verification

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

Identity

Matthew Russell Bohrer · TRAVERSE CITY, MI

Registration

CRD #4392008 · FINANCIAL & INVESTMENT MANAGEMENT GROUP LTD · 15 years registered

Brand Profile

Not yet started

Career History

MERCER GLOBAL ADVISORS INC.

Oct 2019 – present

FIM GROUP

Nov 2010 – May 2019

TRAVERSE CITY, MI

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · November 3, 2010

Years registered · 15

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

FINANCIAL & INVESTMENT MANAGEMENT GROUP LTD

CRD 109811 · SEC 801-33001

Employees

Total firm employees

Services offered by FINANCIAL & INVESTMENT MANAGEMENT GROUP LTD

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at FINANCIAL & INVESTMENT MANAGEMENT GROUP LTD →

Introduction

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Frequently Asked Questions

What services does Matthew Russell Bohrer offer?

Matthew Russell Bohrer specializes in Financial Planning, Investment Management. Contact their office in TRAVERSE CITY, Michigan for a consultation.

What are Matthew Russell Bohrer's credentials?

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

Where is Matthew Russell Bohrer located?

Matthew Russell Bohrer is based in TRAVERSE CITY, Michigan, working with FINANCIAL & INVESTMENT MANAGEMENT GROUP LTD. Their office serves clients in the TRAVERSE CITY metropolitan area and surrounding communities.

How does Matthew Russell Bohrer charge for services?

Matthew Russell Bohrer'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 FINANCIAL & INVESTMENT MANAGEMENT GROUP LTD?

FINANCIAL & INVESTMENT MANAGEMENT GROUP LTD is a registered investment adviser with the SEC. See their Form ADV for full details.

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