Matthew Luke Bearth

Current Employers

Employment History

• 07/2014 → 12/2016
  Knights Of Columbus
  Burnsville, MN
• 12/2019 → 06/2024
  Box Financial Advisors
  Minneapolis, MN
• 08/2020 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 12/2016 → 08/2020
  Cetera Advisor Networks
  El Segundo, CA
• 12/2016 → 12/2019
  Box Financial Advisors
  Minneapolis, MN
• 01/2021 → Present
  Advisornet Wealth Partners
  Minneapolis, MN
• 06/2023 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 01/2024 → Present
  Bearth Financial Incorporated
  Crystal, MN

Previous Registrations

• 2021-01-21 → 2026-04-01
  Advisornet Wealth Partners
  Minneapolis, MN
  Minnetonka, MN
  Minneapolis, MN

Other Businesses

(1) NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FIXED INSURANCE; START DATE: 07/2014; APX NUMBER OF HOURS PER WEEK: 2; APX NUMBER OF HOURS DURING TRADING HOURS: 2; POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT; BRIEF DESCRIPTION OF DUTIES: SELLS LIFE AND DISABILITY; (2) NAME OF OTHER BUSINESS: ADVISORNET FINANCIAL INC, DBA ADVISORNET WEALTH PARTNERS - CRD #113074; INVESTMENT RELATED: YES ; ADDRESS: SAME AS REGISTERED LOCATION ; NATURE OF BUSINESS: ADVISORY BUSINESS ; POSITION/TITLE/RELATIONSHIP: ADVISORY REPRESENTATIVE / CFP ; START DATE: 01/2021 ; APX NUMBER OF HOURS PER WEEK: 40 ; APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 ; BRIEF DESCRIPTION OF DUTIES: FINANCIAL PLANNING ; (3) NAME OF OTHER BUSINESS: ST. JOHN VIANNEY SEMINARY IN ST. PAUL MN; INVESTMENT RELATED: NO; ADDRESS: 2110 SELBY AVENUE ST PAUL, MN 55104; NATURE OF BUSINESS: CHARITY; START DATE: 09/2022; POSITION/TITLE/RELATIONSHIP: ALUMNI AMBASSADOR; APX NUMBER OF HOURS PER WEEK: LESS THAN 1; APX NUMBER OF HOURS DURING TRADING HOURS: LESS THAN 1; BRIEF DESCRIPTION OF DUTIES: MEET WITH STAFF AND HELP PLAN EVENTS; (4) NAME OF OTHER BUSINESS: BEARTH FINANCIAL INCORPORATED, INVESTMENT RELATED: YES, ADDRESS: SAME AS RESIDENTIAL LOCATION, NATURE OF BUSINESS: EXPENSE MANAGEMENT, START DATE:01/2024, POSITION/TITLE/RELATIONSHIP: CEO/OWNER, APX NUMBER OF HOURS PER WEEK: 40, APX NUMBER OF HOURS DURING TRADING HOURS: 32.5, BRIEF DESCRIPTION OF DUTIES: BUSINESS OPERATION AND EXPENSE MANAGEMENT. (5) NAME OF OTHER BUSINESS: BOX FINANCIAL ADVISORS; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FINANCIAL SERVICES; START DATE: 07/2024; POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL; APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADING HOURS: 32.5; BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES; 6) NAME OF OTHER BUSINESS: HOLY FAMILY CATHOLIC CHURCH; INVESTMENT RELATED: NO; ADDRESS: 5900 W LAKE STREET, SAINT LOUIS PARK, MN 55416; NATURE OF BUSINESS: BOARD; START DATE: 1/2026; POSITION/TITLE/RELATIONSHIP: CO-CHAIR OF CAPITAL CAMPAIGN; APX NUMBER OF HOURS PER WEEK: 2; APX NUMBER OF HOURS DURING TRADING HOURS: 1; BRIEF DESCRIPTION OF DUTIES: DONATE PERSONALLY, SHARE OUR TESTIMONY WITH OTHERS ABOUT WHY WE HAVE CHOSEN TO DONATE AND MAKE SOME APPEARANCES AT EVENTS AND DINNERS TO HELP GENERATE INTEREST IN THE EFFORT;

Exams

• S63 Uniform Securities Agent State Law Examination
  2020-10-08

Designations