Matthew Jerry Ferguson

Current Employers

Employment History

• 10/2015 → 08/2020
  Bankers Life And Casualty Company
  University Place, WA
• 11/2016 → 08/2020
  Bankers Life Securities Inc
  University Place, WA
• 08/2020 → Present
  Integrated Wealth Concepts
  Gig Harbor, WA
• 08/2020 → 10/2025
  Purshe Kaplan Sterling Investments
  Albany, NY
• 04/2026 → Present
  Lpl Financial
  Gig Harbor, WA

Previous Registrations

• 2017-03-17 → 2020-08-25
  Bankers Life Advisory Services, Inc.
  University Place, WA
  Chicago, IL

Other Businesses

1.04/01/2026; Investment products and services are offered through LPL Financial LLC using the DBA/trade name Integrated Financial Partners; Investment Related; at Reported Business Location(s); Start Date 03/31/2026; 10hrs/mth; 10hrs during trading 2.04/01/2026; Investment products and services are offered through LPL Financial LLC using the DBA/trade name Integrated Partners; Investment Related; at Reported Business Location(s); Start Date 03/31/2026; 10hrs/mth; 0hrs during trading 3.04/08/2026; (Hybrid) Integrated Wealth Concepts, LLC; Registered Investment Advisor Hybrid; Investment Related; at Reported Business Location(s); Start Date 03/31/2026; 160hrs/mth; 160hrs during trading; I provide investment advisory services through Integrated Wealth Concepts, LLC, an independent investment advisor firm. I started this business activity in 3/2026. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 4.04/08/2026; (Hybrid) Integrated Financial Partners; Registered Investment Advisor DBA; Investment Related; at Reported Business Location(s); Start Date 03/31/2026; 160hrs/mth; 160hrs during trading; Hybrid RIA 5.04/08/2026; (Hybrid) Integrated Partners; Registered Investment Advisor DBA; Investment Related; at Reported Business Location(s); Start Date 03/31/2026; 0hrs/mth; 0hrs during trading; Hybrid RIA 6.07/27/2026; MFWM LLC; Business Entity For Tax/Investment Purposes Only; Not Investment Related; at Reported Business Location(s); Start Date 06/29/2026; 160hrs/mth; 80hrs during trading

Exams

• S63 Uniform Securities Agent State Law Examination
  2017-04-19
• S65 Uniform Investment Adviser Law Examination
  2017-03-16

Other Names

• Matthew Ferguson