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Andrew S Matzen

Auxano Advisors

Bellevue, WA

CRD 7831482

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Employer firm

Auxano Advisors CRD 145179

$1.78B regulatory AUM

Reported services (Item 5G)

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

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

Current Employers
Auxano Advisors

10900 Ne 4Th Street Suite 1950, Bellevue, WA 98004 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2023-11-17
WA RA APPROVED 2023-11-17
  • TX RA
    APPROVED
    Since 2023-11-17
  • WA RA
    APPROVED
    Since 2023-11-17

Branch Locations

10900 Ne 4Th Street Suite 1950, Bellevue, WA 98004 • 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
Auxano Advisors Bellevue WA 10/2023 Present
Auxano Advisors Bellevue WA 12/2014 Present
Designations
  • Chartered Financial Analyst
Other Names
  • Drew Matzen

View on SEC IAPD

Nearby Firms

BASECAMP WEALTH ADVISORS, LLC
THREADLINE WEALTH
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Nearby Investors

BRIAN RAY JOHNSON
TERESA LYNN LAMAR
LIN GONG

Nearby Offices

BASECAMP WEALTH ADVISORS, LLC · BELLEVUE, WA
THREADLINE WEALTH · BELLEVUE, WA
SCS · BELLEVUE, WA

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