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Matthew Ronald Etzler

Etzler Financial Advisors, LLC

Red Bluff, CA

CRD 1283701

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Employer firm

Etzler Financial Advisors, LLC CRD 134022

$5.50M regulatory AUM 130 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting

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

Current Employers
Etzler Financial Advisors, Llc

641 Main Street, Red Bluff, CA 96080 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-01-02
CA RA APPROVED 2005-04-15
  • TX RA
    APPROVED
    Since 2024-01-02
  • CA RA
    APPROVED
    Since 2005-04-15

Branch Locations

641 Main Street, Red Bluff, CA 96080 • 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
Etzler Financial Advisors, Llc Red Bluff CA 01/2005 Present
Previous Registrations
  • 2002-10-29 → 2004-12-31
    Cincinnati Analysts, Inc.
    Red Bluff, CA
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2002-09-18
  • S63 Uniform Securities Agent State Law Examination
    2002-09-18
Designations
  • Certified Financial Planner

View on SEC IAPD

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Nearby Offices

EDWARD JONES · RED BLUFF, CA
STATE FARM INVESTMENT MANAGEMENT CORP. · Red Bluff, CA
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