Matthew Allen Bartz

Current Employers

Employment History

• 06/2006 → 10/2020
  Prudential Insurance
  Englewood, CO
• 06/2006 → 10/2020
  Pruco Securities
  Englewood, CO
• 11/2020 → 04/2024
  Pruco Securities, Llc.
  Greenwood Village, CO
• 11/2020 → 04/2024
  Prudential Insurance Company Of America
  Greenwood Village, CO
• 04/2024 → Present
  Osaic
  Greenwood Village, CO
• 04/2024 → 07/2025
  The Ameriflex Group
  Las Vegas, NV
• 05/2025 → Present
  Nwf Advisory Services Inc
  Los Angeles, CA
• 12/2020 → Present
  Envision Financial Partners
  Greenwood Village, CO

Previous Registrations

• 2024-04-02 → 2025-07-03
  The Ameriflex Group
  Greenwood Village, CO
• 2020-11-25 → 2024-04-11
  Pruco Securities, Llc.
  Greenwood Village, CO
  Englewood, CO
  Greenwood Village, CO
• 2010-04-15 → 2020-10-12
  Pruco Securities, Llc.
  Englewood, CO

Other Businesses

1. ENVISION FINANCIAL PARTNERS POSITION: Financial Planner/Managing Partners NATURE: Registered trade name used as a DBA name INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 11/01/2020 ADDRESS: 9250 E Costilla Ave, Suite 603, Greenwood Village CO 80112, United States DESCRIPTION: financial planning, general investing advice, portfolio management 2. NWF ADVISORY SERVICES, INC POSITION: Investment Advisor Representative NATURE: Corporation Registered Investment Advisor INVESTMENT RELATED: Yes NUMBER OF HOURS: 90 SECURITIES TRADING HOURS: 80 START DATE: 05/21/2025 ADDRESS: 9250 E Costilla Ave, Suite 603, Greenwood Village CO 80122, United States DESCRIPTION: I provide advisory services such as wrap fee accounts and fee-based financial planning services 3. BULL BEAR BARTZ LLC POSITION: Managing Partner/Member NATURE: POSITION: Managing Partner NATURE: Real Estate Development Rental and Leasing INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 11/01/2020DESCRIPTION: Manage bills, office lease agreements, and staff salary and benefits for registered private office. My partner and I make quarterly "member contributions" to cover each quarters expenses facilitated through the LLC. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 11/01/2020 ADDRESS: 9250 E Costilla Ave, Suite 603, Greenwood Village CO 80122, United States DESCRIPTION: Pay bills, review contractual agreements entered into by the LLC for operation of the registered private office. 4. MATT BARTZ POSITION: Insurance Agent NATURE: Insurance Agent INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 12 START DATE: 06/01/2006 ADDRESS: 9250 E Costilla Ave, Suite 603, Greenwood Village CO 80112, United States DESCRIPTION: sell and service insurance 5. CALF LOWELL RANCH POSITION: General Board Member NATURE: Non-profit organization 501(c)(3) INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 11/01/2023 ADDRESS: 2330 688I-25, Castle Rock CO 80104, United States DESCRIPTION: Facilities planning, organizational management and planning. 6. MATT BARTZ INSURANCE AGENT POSITION: General Agent NATURE: To act as General Agent with Midland National Life insurance. Build an agency of producing life insurance reps to sell fixed life insurance products i.e. Term Insurance and Index Universal Life Insurance. INVESTMENT RELATED: Yes NUMBER OF HOURS: 6 SECURITIES TRADING HOURS: 3 START DATE: 04/30/2026 ADDRESS: 9250 E Costilla Ave, Suite 603, Greenwood Village CO 80112, United States DESCRIPTION: Recruit and contract agents. Act as resource for case design and underwriting manager. Conduct joint work on client appointments.

Exams

• S65 Uniform Investment Adviser Law Examination
  2010-04-09
• S63 Uniform Securities Agent State Law Examination
  2006-08-11

Designations

Other Names

• Matthew Bartz
• Matt Bartz