Matthew Westberry has been an investment adviser representative at Secure Asset Management since July 2025, and is not listed among the firm’s executive officers or direct owners.
Secure Asset Management, L.L.C. is a Troy, MI firm with $871M under management, 2,877 clients and 54 advisers across 32 offices, as of its August 2026 filing.
Matthew Westberry’s longest registration was 7 years at Cambridge Investment Research Advisors, Inc. (2011–2018). Before joining Secure Asset Management in 2025, Matthew Westberry was registered through SCF Investment Advisors, Inc. and LPL Financial LLC.
- – present · 1 yearMarion, IA · Adviser representative · Firm CRD 144046
- SCF Investment Advisors, Inc.– · 2 yearsMarion, IA · Adviser representative · Firm CRD 123608
- LPL Financial LLC– · 3 yearsCedar Rapids, IA · Adviser representative · Firm CRD 6413
- Cambridge Investment Research Advisors, Inc.– · 7 yearsCedar Rapids, IA · Adviser representative · Firm CRD 134139
Investment adviser representative registrations
Matthew Westberry is registered as an investment adviser representative in Iowa, since July 2025.
- IowaSince 15 July 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 65 | Uniform Investment Adviser Law Examination | 21 March 2011 |
| Series 7 | General Securities Representative Examination | 13 March 2007 |
| Series 63 | Uniform Securities Agent State Law Examination | 24 June 2005 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 21 June 2005 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Matthew Robert Westberry
- CRD
- 4908745
- Firm
- Secure Asset Management · CRD 144046
- Office
- 1725 Blairs Ferry Road, Ste 104, Marion, IA 52302
- Registration
- Investment adviser registration
- In the industry since
- March 2006
- Disciplinary history
- Not yet shown here · SEC record
Where does Matthew Westberry work?
Matthew Westberry is an investment adviser representative registered through Secure Asset Management, L.L.C. since July 2025, and is not listed among the firm’s executive officers or direct owners.
Is Matthew Westberry a financial advisor?
Yes. Matthew Westberry has a current investment-adviser registration in Iowa, through Secure Asset Management since July 2025.
How many years of experience does Matthew Westberry have?
Matthew Westberry has 20 years in the financial industry, since March 2006, across 4 adviser firms.
What exams has Matthew Westberry passed?
Matthew Westberry has passed 4 licensing exams: the Series 6, Series 63, Series 7 and Series 65. The earliest, the Series 6, was passed in June 2005. FINRA credited Matthew Westberry with the SIE, which began in October 2018.
Where did Matthew Westberry work before Secure Asset Management?
Before Secure Asset Management, Matthew Westberry was registered through SCF Investment Advisors, Inc., March 2022 to October 2024; LPL Financial LLC, August 2018 to March 2022; Cambridge Investment Research Advisors, Inc., March 2011 to September 2018.
Where is Matthew Westberry based?
Matthew Westberry’s registered office is in Marion, IA.
Is Matthew Westberry registered with FINRA?
No. Matthew Westberry has no current broker registration.
How can I verify Matthew Westberry’s record?
Search CRD 4908745 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Matthew Westberry’s full registration record.