Matthew
Beyer
Madrona Financial Services, LLC
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About this Advisor
Matthew Beyer is a certified financial planner based in Everett, Washington who has 3 years of relevant experience. Beyer is currently employed by Madrona Financial Services, LLC. Their career trajectory has included roles at Hornor Townsend And Kent, Inc, Penn Mutual Life Ins Co, Cetera Investment Services LLC, Homestreet Bank, Madrona Financial Services, Purshe Kaplan Sterling Investments and Cetera Investment Advisers LLC. Beyer has Series 63 and Series 66 licenses, certifying them as a securities agent, and is able to work in Washington. Madrona Financial Services, LLC is an advisory company based out of Everett, WA. It has offices in four locations and a total of 18 advisors. It has $269 million in assets across its 1,338 customer accounts, making it one of the mid-sized investment advisory firms in the country by assets under management. Of its 1,338 customer accounts, 31% are associated with high-net-worth individuals who have at least $1 million in assets available to invest. The business provides a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and educational seminars. Financial advisory fee schedules largely are based on which services are offered. However, fee types billed by Madrona Financial Services, LLC can consist of asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Madrona Financial Services, LLC Brokerage Details
$268,774,721
18
1,338
$200,878
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Educational seminars/workshops
Matthew Beyer Work History
Matthew has been registered as a financial advisor for 3 years.*
Madrona Financial Services
Purshe Kaplan Sterling Investments
Cetera Investment Advisers LLC
Cetera Investment Services LLC
Homestreet Bank
Hornor Townsend And Kent,Inc
Penn Mutual Life Ins Co
*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 Beyer 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 Madrona Financial Services, LLC
Everett, WA
Park City, UT
Everett, WA
Bellevue, WA
Everett, WA
Everett, WA
Everett, WA
Everett, WA
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.