Matthew Patrick Holmes
Investment adviser representative at Allworth Financial, L.P.
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$33.6BFirm assets
Are you Matthew Patrick Holmes? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feePerformance-based
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
10 years in the industry.
- Allworth Financial, L.P.Dec 2024 to now
- Aw SecuritiesDec 2024 to now
- Wealthpoint AdvisorsApr 2024 to Dec 2024
- Thrivent Investment Management Inc.Feb 2024 to Mar 2024
- DoordashJan 2024 to Apr 2024
- Forvis Wealth Advisors, LLCJun 2022 to Jan 2024
- Bkd Wealth AdvisorsMar 2022 to May 2022
- Charles Schwab & Co., Inc.Feb 2018 to Mar 2022
- TD AmeritradeJun 2014 to Feb 2018
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2014
State registrations
Registered as an investment adviser representative in 1 state (IN).
Allworth Financial, L.P.
$33.6BAssets managed
29,297Clients
319Advisers
19 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
- 6351746
- Firm CRD
- 111167