Matthew Berkley Wigren
Investment adviser representative at Concurrent Investment Advisors, LLC
16 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$15.7BFirm 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
16 years in the industry.
- Concurrent Investment Advisors, LLCJun 2025 to now
- Concurrent Investment Advisors dba Alden Capital Management LLCJun 2025 to now
- Purshe Kaplan Sterling InvestmentsJun 2025 to now
- Alden Capital Management, LLCJan 2017 to Mar 2025
- Lake Washington High SchoolJun 2011 to Sep 2019
- Raymond James Financial Services Advisors Inc.Jul 2010 to Jun 2025
- Raymond James Financial ServicesMay 2010 to Jun 2025
- Alden Capital Mangement LLCFeb 2010 to Dec 2016
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2010
State registrations
Registered as an investment adviser representative in 2 states (TX, WA).
Concurrent Investment Advisors, LLC
$15.7BAssets managed
13,277Clients
349Advisers
4 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
- 5762011
- Firm CRD
- 323135