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Matthew Boehm
25 Years of Experience
Springfield, IL
1 DisclosureBrokerSells Insurance
Matthew Boehm is a registered investment advisor, based in Springfield, IL, with 25 years of industry experience. Matthew is also registered as a broker, so some compensation may come from commissions on products sold.
Location
3161 W White Oaks Drive, Suite 104, Springfield, IL, 62704
Get directionsHistory
Regulatory History (1)
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Customer Dispute
January 2023Settled
Other Business ActivitiesSells Insurance
Matthew secures life insurance quotes and policies for clients through Legacy Wealth Partners, dedicating a few hours per week. He also owns Legacy Wealth Partners and Seaside Key Financial, primarily for business operations as a registered investment advisor and for tax purposes.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
January 2026 - Present · 9 mos
Cambridge Investment Research, INC.Broker
January 2026 - Present · 9 mos
Previous Registrations
Osaic Wealth, INC.Broker
January 2024 - January 2026 · 2 yrs
Osaic Wealth, INC.
January 2024 - January 2026 · 2 yrs
Woodbury Financial Services, INC.Broker
January 2020 - January 2024 · 4 yrs
Woodbury Financial Services, INC.
January 2020 - January 2024 · 4 yrs
Lion Street Financial, LLCBroker
February 2017 - January 2020 · 2 yrs 11 mos
Lion Street Advisors, LLC
February 2017 - January 2020 · 2 yrs 11 mos
Woodbury Financial Services, INC.
January 2005 - February 2017 · 12 yrs 1 mo
Woodbury Financial Services, INC.
January 2003 - December 2004 · 1 yr 11 mos
Woodbury Financial Services, INC.Broker
July 2001 - February 2017 · 15 yrs 7 mos
State Registrations8 states
ARAZCOFLILMOTNTX
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.
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