MB
Matthew Brian Boersen
CRD 5700339
Certified Financial Planner
Firms
| Firm | Role | As of |
|---|---|---|
| Financial Arcitects, Inc | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Financial Arcitects, Inc
President/Chief Compliance Officer. · 75% or more · Aug 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗