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Matthew Broderick Bierwirth

Living Room Wealth Management

Fort Collins, CO

CRD 5581949

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Employer firm

Living Room Wealth Management CRD 116014

$66.4M regulatory AUM 1 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

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

Current Employers
Living Room Wealth Management

Fort Collins, CO • United States

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2020-05-05
CO RA APPROVED 2019-07-03
OH RA APPROVED 2017-07-10
KY RA APPROVED 2017-07-08
TX RA APPROVED 2017-07-08
  • AZ RA
    APPROVED
    Since 2020-05-05
  • CO RA
    APPROVED
    Since 2019-07-03
  • OH RA
    APPROVED
    Since 2017-07-10
  • KY RA
    APPROVED
    Since 2017-07-08
  • TX RA
    APPROVED
    Since 2017-07-08

Branch Locations

Fort Collins, CO • 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
Resource Design, Inc. Edgewood KY 06/2015 07/2017
Resource Design, Inc. Edgewood KY 07/2017 04/2018
Resource Design, Inc. Edgewood KY 04/2018 01/2019
Resource Design, Inc. Fort Collins CO 01/2019 Present
  • 06/2015 → 07/2017
    Resource Design, Inc.
    Edgewood, KY
  • 07/2017 → 04/2018
    Resource Design, Inc.
    Edgewood, KY
  • 04/2018 → 01/2019
    Resource Design, Inc.
    Edgewood, KY
  • 01/2019 → Present
    Resource Design, Inc.
    Fort Collins, CO
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2008-09-09
  • S63 Uniform Securities Agent State Law Examination
    2008-09-09
Designations
  • Certified Financial Planner

View on SEC IAPD

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