Matthew Curfman has been Senior Vice President of Investment Services of Richmond Brothers since September 2011, is a control person of the firm and directly owns between 10% and 25% of it. Matthew Curfman studied at Eastern Michigan University.
Richmond Brothers, Inc. is a Jackson, MI firm with $241M under management, 667 clients and 7 advisers in one office, as of its March 2026 filing.
Matthew J. Curfman is CEO & Co-Owner of Richmond Brothers, Inc., based in Jackson, Michigan. He has been with Richmond Brothers since 1998, progressing from a high school intern to CEO and Co-Owner. He collaborates with the advisory team on portfolio allocation, research and comprehensive financial planning, and advises clients on beneficiary and estate planning and long-term tax efficiency.
- Richmond Brothers, Inc.Current– present · 15 yearsJackson, MI · Adviser representative · Firm CRD 158916
Professional designations
Listed by Richmond Brothers
- CFP®
Investment adviser representative registrations
Matthew Curfman is registered as an investment adviser representative in 5 states, as a resident of Texas. The first approvals date from September 2011; the most recent is Florida, in January 2012.
- FloridaSince 23 January 2012
- MichiganSince 28 September 2011
- North CarolinaSince 28 September 2011
- OhioSince 29 September 2011
- TexasResidentSince 28 September 2011
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 28 May 2002 |
| Series 63 | Uniform Securities Agent State Law Examination | 2 August 2000 |
| Series 7 | General Securities Representative Examination | 24 May 2000 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Matthew Jeremy Curfman
- CRD
- 3268909
- Firm
- Richmond Brothers · CRD 158916
- Role
- Senior Vice President of Investment Services
- Office
- 3568 Wildwood Avenue, Jackson, MI 49202
- Registration
- Investment adviser registration
- In the industry since
- September 2011
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- richmondbrothers.com
Where does Matthew Curfman work?
Matthew Curfman has been Senior Vice President of Investment Services of Richmond Brothers, Inc. since September 2011, and is a control person of the firm.
Is Matthew Curfman a financial advisor?
Yes. Matthew Curfman has a current investment-adviser registration in Florida, Michigan, North Carolina, Ohio and Texas, through Richmond Brothers since September 2011.
How many years of experience does Matthew Curfman have?
Matthew Curfman has 15 years in the financial industry, since September 2011, across 1 adviser firm.
What exams has Matthew Curfman passed?
Matthew Curfman has passed 3 licensing exams: the Series 7, Series 63 and Series 65. The earliest, the Series 7, was passed in May 2000.
Where is Matthew Curfman based?
Matthew Curfman’s registered office is in Jackson, MI.
Is Matthew Curfman registered with FINRA?
No. Matthew Curfman has no current broker registration.
Is Matthew Curfman a CFP?
Richmond Brothers lists Matthew Curfman with the CFP credential (“CFP®”) on its website. CFP Board confirms certification status.
Source: Matthew J. Curfman, CFP® biography, richmondbrothers.com
How can I verify Matthew Curfman’s record?
Search CRD 3268909 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Matthew Curfman’s full registration record.
