Matthew
Baarts

T. Rowe Price Advisory Services, Inc

CRD#6313735
Investment Advisor
in Colorado Springs, CO

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About this Advisor

Matthew Baarts is a certified financial planner based in Colorado Springs, Colorado, with a total of 1 year of relevant experience. Baarts is an advisor for T. Rowe Price Advisory Services, Inc. During their career, Baarts has held roles at T. Rowe Price, Villa Sport Athletic Club And Spa, Gwfs Equities, Inc, Advised Assets Group, LLC and T Rowe Price. Baarts has Series 63 and Series 66 licenses, qualifying them as a securities agent, and is registered to advise clients in Colorado. T. Rowe Price Advisory Services, Inc is a firm operating out of Owings Mills, MD. The company has a total of 47 people on staff. It has $706 million in assets under management among its 4,162 customer accounts, making it one of the bigger financial advisory firms in the nation by assets under management. The company provides a set of services, including financial planning services and portfolio management for individuals and small businesses. Financial advisory fees usually depend on the type of financial services provided. However, fee types billed by T. Rowe Price Advisory Services, Inc most likely are comprised of asset-based and other fees.

Certifications and Registrations

Series 63, Series 66, CERTIFIED FINANCIAL PLANNER™

Years Registered*

1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets, Others

Office Location

Financial Center Two 2220 Briargate Parkway
Colorado Springs, CO 80920

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T. Rowe Price Advisory Services, Inc Brokerage Details

Total Assets Under Management

$706,239,056

CO Average: $6,889,882,315
Total Number of Employees

47

CO Average: 45
Total Number of Accounts

4,162

CO Average: 765
Average Account Size

$169,687

CO Average: $9,006,382

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Matthew Baarts Work History

Matthew has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

T Rowe Price

2022 - 2022 (< 1 year)

Gwfs Equities, Inc

2022 - 2022 (< 1 year)

Advised Assets Group, LLC

2014 - 2022 (8 years)

T. Rowe Price

2011 - 2014 (3 years)

Villa Sport Athletic Club And Spa

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Matthew Baarts to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at T. Rowe Price Advisory Services, Inc

Eric Armentrout
Owings Mills, MD
Roben Hoffman
Owings Mills, MD
Gustav Jakowitsch Iii
Owings Mills, MD
Cesar Silva-Medina
Owings Mills, MD
Britany Riley
Colorado Springs, CO
Matthew Bille
Owings Mills, MD
Steven Eyler
Owings Mills, MD
Brian Beckwith
Baltimore, MD

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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