Matthew James Mathiesen
Investment adviser representative at Integrity Wealth LLC
11 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$304.8MFirm 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 fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
11 years in the industry.
- Integrity Wealth LLCJul 2024 to now
- Journey Tree, LLC dba Journeytree Financial AdvisorsAug 2021 to Jun 2024
- Roehl & Yi Investment Advisors, LLCAug 2020 to Jul 2021
- Merriman Wealth ManagementMay 2019 to Jun 2020
- Hd Vest Advisory ServicesSep 2018 to May 2019
- Hd Vest Investment ServicesSep 2018 to May 2019
- Osborne Associates, LLCSep 2018 to Apr 2019
- Corlux FinancialAug 2018 to May 2019
- Waddell & Reed, Inc.Jul 2017 to Aug 2018
- Stephen Collins (boson Light Financial)Dec 2015 to Aug 2018
- Waddell & Reed, Inc.Dec 2015 to Feb 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2017
State registrations
Registered as an investment adviser representative in 2 states (OR, TX).
Integrity Wealth LLC
$304.8MAssets managed
245Clients
6Advisers
2 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
- 5768992
- Firm CRD
- 330809