Matthew Boersen has been President/Chief Compliance Officer. of Financial Arcitects since January 2016, is a control person of the firm and directly owns between 50% and 75% of it. Matthew Boersen holds a Bachelor's degree in Finance from Grand Valley State University.
Financial Arcitects, Inc is a Jenison, MI firm with $472M under management, 902 clients and 10 advisers in one office, as of its February 2026 filing.
Matthew B. Boersen is Managing Partner of Straight Path Wealth Management, based in Jenison, MI. He served as the 2024 Chair of the Board of Directors of the CFP Board and has served on non-profit boards, including a private school and Christian Mission Aid.
Matthew Boersen’s longest registration is the current one, 13 years at Financial Arcitects since 2013. Before joining Financial Arcitects in 2013, Matthew Boersen was registered through SPC.
- Sa Advisory LLC– · 3 yearsJenison, MI · Adviser representative · Firm CRD 285327
- – present · 13 yearsJenison, MI · Adviser representative · Firm CRD 148897
- SPC– · 2 yearsGrand Rapids, MI · Adviser representative · Firm CRD 110692
Professional designations
Listed by Financial Arcitects
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Chartered Financial Analyst (CFA®)
Investment adviser representative registrations
Matthew Boersen is registered as an investment adviser representative in 2 states. The first approvals date from August 2013; the most recent is Texas, in November 2021.
- MichiganSince 14 August 2013
- TexasSince 19 November 2021
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 19 August 2010 |
| Series 7 | General Securities Representative Examination | 11 August 2009 |
| Series 63 | Uniform Securities Agent State Law Examination | 7 August 2009 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Full name
- Matthew Brian Boersen
- CRD
- 5700339
- Firm
- Financial Arcitects · CRD 148897
- Role
- President/Chief Compliance Officer.
- Office
- 7699 GEORGETOWN CENTER DRIVE, Jenison, MI 49428
- Registration
- Investment adviser registration
- In the industry since
- October 2010
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- straightpathwealth.com
Where does Matthew Boersen work?
Matthew Boersen has been President/Chief Compliance Officer. of Financial Arcitects, Inc since January 2016, and is a control person of the firm.
Is Matthew Boersen a financial advisor?
Yes. Matthew Boersen has a current investment-adviser registration in Michigan and Texas, through Financial Arcitects since August 2013.
How many years of experience does Matthew Boersen have?
Matthew Boersen has 15 years in the financial industry, since October 2010, across 3 adviser firms.
What exams has Matthew Boersen passed?
Matthew Boersen has passed 3 licensing exams: the Series 63, Series 7 and Series 65. The earliest, the Series 63, was passed in August 2009.
Where did Matthew Boersen work before Financial Arcitects?
Before Financial Arcitects, Matthew Boersen was registered through SPC, September 2010 to July 2013.
Where is Matthew Boersen based?
Matthew Boersen’s registered office is in Jenison, MI.
Is Matthew Boersen registered with FINRA?
No. Matthew Boersen has no current broker registration.
Is Matthew Boersen a CFP?
Financial Arcitects lists Matthew Boersen with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
Source: Matthew B. Boersen, CFP®, CFA biography, straightpathwealth.com
Is Matthew Boersen a CFA charterholder?
Financial Arcitects lists Matthew Boersen with the CFA credential (“Chartered Financial Analyst (CFA®)”) on its website. CFA Institute confirms certification status.
Source: Matthew B. Boersen, CFP®, CFA biography, straightpathwealth.com
How can I verify Matthew Boersen’s record?
Search CRD 5700339 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Matthew Boersen’s full registration record.
