Matthew Bearth
Matthew Bearth is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Blaine, MN, with 5 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
10705 Town Square Dr Ste 230, Blaine, MN, 55449
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Regulatory History
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 →Other Business ActivitiesSells Insurance
Matthew sells fixed insurance (life and disability) with various companies, dedicating a few hours per week. He also works full-time as an advisory representative/CFP for Advisornet Financial Inc, as CEO/Owner of Bearth Financial Incorporated, and as a financial professional for Box Financial Advisors, and spends minimal time as an alumni ambassador for St. John Vianney Seminary.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Advisornet Wealth Partners
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
State Registrations18 states
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