Matthew Daniel Gusky

Employer firm

Ardent Wealth Management CRD 332593

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Pension consulting

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

Current Employers

Ardent Wealth Management

14555 N Scottsdale Rd Suite 320, Scottsdale, AZ 85254 • United States

Current Registrations

Authority	Category	Status	Date
MI	RA	APPROVED	2024-12-05

MI RA
APPROVED

Since 2024-12-05

Branch Locations

14555 N Scottsdale Rd Suite 320, Scottsdale, AZ 85254 • United States

Rockford, MI • 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

Organization	City	State	From	To
The Chop House	Grand Rapids	MI	05/2015	07/2021
Regal Holdings, Llc	Kentwood	MI	03/2020	11/2021
Lifeworks Advisors, Llc	Grand Rapids	MI	11/2021	Present

05/2015 → 07/2021

The Chop House

Grand Rapids, MI
03/2020 → 11/2021

Regal Holdings, Llc

Kentwood, MI
11/2021 → Present

Lifeworks Advisors, Llc

Grand Rapids, MI

Previous Registrations

2021-12-06 → 2025-01-15

Lifeworks Advisors, Llc

Grand Rapids, MI
2020-03-19 → 2021-11-08

Regal Investment Advisors Llc

Kentwood, MI

Other Businesses

Regal Financial Group; 2687 44th St SE, Kentwood, MI 49512; Insurance sales; Not investment related; 4 hours per month, 0 during trading hours; Start 7/2020; Commission Crosswise Insurance Agency, LLC 14555 N. Scottsdale Rd #320, Scottsdale, AZ 85254; Insurance Sales; 10 hours per month, 0 during trading hours, Start 11/2024; commission.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2020-01-31

S65 Uniform Investment Adviser Law Examination

2020-01-31

View on SEC IAPD