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Matthew Erwin Boelter

Edelman Financial Engines

Lynnwood, WA

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Current Employers
Edelman Financial Engines

3945 Freedom Circle, Santa Clara, CA 95054 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2022-03-28
WA RA APPROVED 2022-03-25
  • TX RA
    APPROVED_RES
    Since 2022-03-28
  • WA RA
    APPROVED
    Since 2022-03-25

Branch Locations

20700 44Th Ave West Suite 500, Lynnwood, WA 98036 • 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
Voya Financial Advisors Bellevue WA 10/2012 01/2017
Lpl Financial, Llc Seattle WA 02/2017 03/2018
Viridian Ria, Llc Seattle WA 02/2017 06/2021
Financial Engines Advisors L.L.C. Santa Clara CA 06/2021 Present
  • 10/2012 → 01/2017
    Voya Financial Advisors
    Bellevue, WA
  • 02/2017 → 03/2018
    Lpl Financial, Llc
    Seattle, WA
  • 02/2017 → 06/2021
    Viridian Ria, Llc
    Seattle, WA
  • 06/2021 → Present
    Financial Engines Advisors L.L.C.
    Santa Clara, CA
Previous Registrations
Other Businesses

1)Rental Properties; INVESTMENT RELATED: No; ADDRESS: Lynnwood, WA 98087; NATURE: I own and manage rental properties for myself and my in-laws.; POSITION: Owner/manager; START DATE: 06/01/2007; NUMBER OF HOURS/MONTH: 03 Hrs.; HOURS/MNTH DURING SECURITIES TRADING HOURS: 01 Hrs.; DUTIES: Collect rent, complete or manage maintenance, evictions, leasing, etc... 2)Matthew Boelter LLC; INVESTMENT RELATED: No; ADDRESS: Lynnwood, WA 98087; NATURE: Past insurance residual compensation and crypto mining with my son. I no longer place any insurance business.; POSITION: Owner; START DATE: 10/05/2012: NUMBER OF HOURS/MONTH: )5 Hrs.; HOURS/MNTH DURING SECURITIES TRADING HOURS: 01 Hrs.; DUTIES: I maintain my business to get residual income from past insurance sales. I also do some software development with my kids and run the profits and expenses through this business.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2012-12-03
  • S66 Uniform Combined State Law Examination
    2012-12-03

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