Matthias Shortridge
Investment adviser representative at Pure Financial Advisors, LLC
12 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$11.1BFirm 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
12 years in the industry.
- Pure Financial Advisors, LLCFeb 2025 to now
- Chad ShawMay 2022 to Feb 2025
- Henry SladekMay 2022 to Feb 2025
- Northwestern Mutual Investment Services LLCMay 2022 to Feb 2025
- Northwestern Mutual Wealth Management CompanyMay 2022 to Feb 2025
- Thomas MillerMay 2022 to Feb 2025
- Mst FinancialApr 2022 to May 2022
- Modern Woodmen of AmericaNov 2020 to Apr 2022
- Santiago FinancialJul 2020 to Nov 2020
- Cal State University FullertonSep 2017 to Jun 2020
- Chick Fil AApr 2017 to Apr 2020
- Living Waters PublicationsJun 2014 to Apr 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
State registrations
Registered as an investment adviser representative in 1 state (CA).
Pure Financial Advisors, LLC
$11.1BAssets managed
7,509Clients
87Advisers
17 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
- 7356662
- Firm CRD
- 144316