Matthew John Beyer
Investment adviser representative at Madrona Financial & Cpas
13 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$691.8MFirm 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 feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
13 years in the industry.
- Madrona Financial & CpasNov 2020 to now
- Madrona Financial ServicesOct 2020 to now
- Purshe Kaplan Sterling InvestmentsOct 2020 to Jan 2023
- Cetera Investment Advisers LLCJan 2014 to Oct 2020
- Cetera Investment Services LLCOct 2013 to Oct 2020
- Homestreet BankOct 2013 to Jan 2020
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1997
- Series 66 · Uniform Combined State Law2002
State registrations
Registered as an investment adviser representative in 2 states (TX, WA).
Madrona Financial & Cpas
Legal name: Madrona Financial Services, LLC
$691.8MAssets managed
689Clients
10Advisers
21 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
- 2899975
- Firm CRD
- 115753