Matthew Robert Boehm

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2005 → 06/2020
  Unified Wealth Management, Llc
  Scottsdale, AZ
• 02/2009 → Present
  Lpl Financial Llc
  West Hartford, CT

Previous Registrations

• 2005-04-05 → 2020-06-02
  Unified Wealth Management, Llc
  Glastonbury, CT
  Scottsdale, AZ
  Phoenix, AZ
  Hartford, CT
• 2004-09-16 → 2008-07-02
  Gunnallen Financial, Inc
  Scottsdale, AZ
  Scottsdale, AZ
  Glastonbury, CT
  Scottsdale, AZ
  Phoenix, AZ
• 2002-12-16 → 2004-12-31
  Pfa/Pinnacle Financial Advisors
  Phoenix, AZ
• 2003-03-21 → 2004-10-11
  Osaic Wealth, Inc.
  Phoenix, AZ
• 2001-11-05 → 2002-12-02
  Asset & Financial Planning, Ltd
  Phoenix, AZ

Other Businesses

1. 02/09/2009 - FOR ACCOUNTING PURPOSES ONLY - BIG FISH FINANCIAL, LLC - ENTITY IS FOR INCOME TAX PURPOSES ONLY AND WILL NOT BE DISCLOSED TO THE PUBLIC. - TIME SPENT 0%. 2. 01/28/2019 - MMIG - DBA: Big Fish Financial, LLC - Not Investment - At reported business location(s) - Business Entity For Tax/Investment Purposes Only - start date:01/02/2006 - 1 hr/mo. 3. 5/7/2020 - M & M Financial Partners - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 06/30/2020 - 160 Hours Per Month/6 Hours During Securities Trading 4. 01/15/2025- M&M Financial Partners- Tax Prep/Accounting/CPA- INV Related- At Reported Business Location(s)- Start date 05/07/2020- 10 Hours Per Month- 5 Hours During Trading

Exams

• S65 Uniform Investment Adviser Law Examination
  2001-07-21
• S63 Uniform Securities Agent State Law Examination
  1999-08-20