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Kevin Michael Matthews

Matthews Advisors, LLC

Colorado Springs, CO

CRD 4730358

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Employer firm

Matthews Advisors, LLC CRD 114456

$57.5M regulatory AUM 76 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

Current Employers
Matthews Advisors, Llc

3125 Austin Bluffs Parkway, Colorado Springs, CO 80918 • United States

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2011-04-06
  • CO RA
    APPROVED
    Since 2011-04-06

Branch Locations

3125 Austin Bluffs Parkway, Colorado Springs, CO 80918 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Matthews Advisors Llc Colorado Springs CO 11/2010 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2011-04-05
  • S65 Uniform Investment Adviser Law Examination
    2011-04-05

View on SEC IAPD

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