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Matthew Howard Boenish

Edward Jones

Sartell, MN

CRD 5110267

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Employer firm

Edward Jones CRD 250

$1.01T regulatory AUM 28,751 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

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

Current Employers
Edward Jones

12555 Manchester Rd, St. Louis, MO 63131 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2018-12-21
MN RA APPROVED 2013-11-20
  • TX RA
    APPROVED_RES
    Since 2018-12-21
  • MN RA
    APPROVED
    Since 2013-11-20

Branch Locations

2385 Troop Drive Suite 202, Sartell, MN 56377 • 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
Edward Jones St. Louis MO 03/2006 Present
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-02-05
S63 Uniform Securities Agent State Law Examination 2006-05-12
  • S66 Uniform Combined State Law Examination
    2007-02-05
  • S63 Uniform Securities Agent State Law Examination
    2006-05-12
Other Names
  • Matthew Boenish
  • Matthew Howard Boenish

View on SEC IAPD

Nearby Firms

DAKOTA WEALTH, LLC
FARTHER
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

Nearby Investors

Marshall John Grams
ROBIN ANN SCHAA
GINA KOSHIOL BARTELL

Nearby Offices

DAKOTA WEALTH, LLC · Sartell, MN
FARTHER · Sartell, MN
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC · SARTELL, MN

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