Matt J Goren
Investment adviser representative at Main Street Financial Solutions, LLC
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$2.5BFirm 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
10 years in the industry.
- Main Street Financial Solutions, LLCFeb 2026 to now
- Main Street Financial Solutions, LccFeb 2026 to now
- Danko EducationFeb 2025 to now
- GfpiAug 2020 to now
- Farther Finance AdvisorsOct 2024 to Jan 2026
- CerifiMay 2023 to Jan 2025
- Cfp BoardJun 2022 to May 2023
- The American CollegeJul 2018 to May 2022
- Nothing Funny About Money, Inc.Sep 2016 to Apr 2020
- The University of GeorgiaAug 2016 to Jul 2018
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2016
- Series 65 · Uniform Investment Adviser Law2016
State registrations
Registered as an investment adviser representative in 1 state (IL).
Main Street Financial Solutions, LLC
$2.5BAssets managed
2,111Clients
41Advisers
6 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
- 7991283
- Firm CRD
- 305834