Matthew Baarts is a CFP-designated registered investment advisor, based in Colorado Springs, CO, with 11 years of industry experience.
Location
Financial Center Two, 2220 Briargate Parkway, Colorado Springs, CO, 80920
Get directionsHistory
Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
T. Rowe Price Investment Services, INC.
May 2022 - Present · 4 yrs
T. Rowe Price Advisory Services, INC.
May 2022 - Present · 4 yrs
T. Rowe Price Investment Services, INC.Broker
May 2022 - Present · 4 yrs
Previous Registrations
Advised Assets Group, LLC
February 2022 - April 2022 · 2 mos
Gwfs Equities, INC.Broker
February 2022 - April 2022 · 2 mos
T. Rowe Price Advisory Services, INC.
February 2016 - January 2022 · 5 yrs 11 mos
T. Rowe Price Investment Services, INC.Broker
November 2014 - January 2022 · 7 yrs 2 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
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.