Mathew Park has been an investment adviser representative at Strategic Planning Group since April 2025, and is not listed among the firm’s executive officers or direct owners.
Strategic Planning Group, LLC is a Bountiful, UT firm with $910M under management, 1,622 clients and 8 advisers in one office, as of its September 2026 filing.
- Strategic Planning GroupCurrent– present · 1 yearBountiful, UT · Adviser representative · Firm CRD 113844
Investment adviser representative registrations
Mathew Park is registered as an investment adviser representative in 2 states. Each was approved in April 2025.
- TexasSince 11 April 2025
- UtahSince 11 April 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 28 March 2025 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Mathew A. Park
- CRD
- 8073097
- Firm
- Strategic Planning Group · CRD 113844
- Office
- 190 SOUTH MAIN STREET, Bountiful, UT 84010
- Registration
- Investment adviser registration
- In the industry since
- April 2025
- Disciplinary history
- Not yet shown here · SEC record
Where does Mathew Park work?
Mathew Park is an investment adviser representative registered through Strategic Planning Group, LLC since April 2025, and is not listed among the firm’s executive officers or direct owners.
Is Mathew Park a financial advisor?
Yes. Mathew Park has a current investment-adviser registration in Texas and Utah, through Strategic Planning Group since April 2025.
How many years of experience does Mathew Park have?
Mathew Park has 1 year in the financial industry, since April 2025, across 1 adviser firm.
What exams has Mathew Park passed?
Mathew Park passed the Series 65 in March 2025.
Where is Mathew Park based?
Mathew Park’s registered office is in Bountiful, UT.
Is Mathew Park registered with FINRA?
No. Mathew Park has no current broker registration.
How can I verify Mathew Park’s record?
Search CRD 8073097 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Mathew Park’s full registration record.
