Matthew John Haertzen
Investment adviser representative at Cornerstone Portfolio Research
18 yearsExperience
1 stateRegistered in
CFP® certification, CFADesignations
$444.3MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
18 years in the industry.
- Francis Financial, Inc,.Jan 2026 to now
- Cornerstone Portfolio ResearchJul 2022 to now
- Eller College of Management, University of ArizonaJun 2017 to now
- Wt Wealth Management, LLCJan 2018 to Jun 2022
- Four Peaks Wealth Sedona, LLCFeb 2017 to Nov 2017
- Four Peaks Wealth Management, LLCOct 2012 to Mar 2018
- Georgia BiofuelsSep 2011 to Dec 2017
- Northern Arizona UniversityAug 2008 to May 2017
Designations
- CFP® certification
- CFA
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (CO).
Cornerstone Portfolio Research
Legal name: Balis Enterprises LLC
$444.3MAssets managed
3Clients
5Advisers
5 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2405742
- Firm CRD
- 315130