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Matterhorn Financial Planning CRD 167996
61 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
312 W. Center Street, Pocatello, ID 83204 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2023-10-31 |
| TX | RA | APPROVED_RES | 2017-01-25 |
| ID | RA | APPROVED | 2014-03-18 |
| UT | RA | APPROVED | 2014-03-18 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Snow Garden Apartments | Ephraim | UT | 01/2006 | 12/2020 |
| Rw Davis Construction Inc | Provo | UT | 01/2011 | 12/2020 |
| Matterhorn Financial Planning Llc | Pocatello | ID | 09/2013 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-03-17 |
| S65 | Uniform Investment Adviser Law Examination | 2002-07-08 |
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