Matthew Brian Boersen

Current Employers

Employment History

• 07/2013 → Present
  Straight Path Wealth Management
  Jenison, MI

Previous Registrations

• 2017-09-07 → 2020-12-16
  Sa Advisory Llc
  Jenison, MI
• 2010-09-27 → 2013-07-16
  Spc
  Grand Rapids, MI

Other Businesses

1) Board Director; CMA Board Director; Investment Related: No; Location: Zeeland, MI; Description of the business: Non-profit providing health care and religious services to Africa; Responsibilities Duties: Board Director; Start date with business: 2015-09-01; Hours devoted to business during trading hours: 1. 2) Matt Boersen is an Owner at Consensus Settlement Partners, LLC; Investment related: Yes; Location: 7699 Georgetown Center Dr Jenison MI 49428; Start date: 2024-05-08; Description: A consulting company that Matt owns 50% of that will refer investment advisory business over to Straight Path Wealth. Straight Path will not pay any fees to Consensus at this time, although that may change in the future; Responsibilities Duties: Owner; 2 Hours per month during trading hours; 2 Hours per month outside trading hours; 0 % of total yearly compensation from the business.

Exams

• S65 Uniform Investment Adviser Law Examination
  2010-08-19
• S63 Uniform Securities Agent State Law Examination
  2009-08-07

Designations

Other Names

• Matthew Boersen
• Matthew Nmn Boersen