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Matthew Joseph Felten

Cbiz Financial Solutions, Inc.

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About Matthew Joseph Felten

Matthew Joseph Felten is a registered investment advisor representative with Cbiz Financial Solutions, Inc. and Cbiz Investment Advisory Services, LLC. Matthew has been in the industry since 2003 and has experience in a variety of financial services, including investment advisory services, pension consulting and educational seminars. Matthew is a Series 66, 31, and 7 licensed representative. He is a registered representative in Maryland. Matthew is affiliated with two firms, Cbiz Financial Solutions, Inc. and Cbiz Investment Advisory Services, LLC, and holds a Series 66 license from the state of Maryland.

Firm Information

Matthew Felten is currently registered with Cbiz Financial Solutions, Inc.. Cbiz Financial Solutions, Inc. is a corporation formed in 1984 and approved in the United States. They are headquartered in Cleveland, Ohio and registered in 47 states and the SEC. The firm provides pension consulting, educational seminars, selection of other advisers, and portfolio management for businesses. Cbiz Financial Solutions, Inc. manages approximately $41.13 million in assets for 32 clients, primarily pension and profit-sharing plans. They have a team of 13 licensed agents, 21 investment adviser representatives, and 16 registered representatives.
Cbiz Financial Solutions, Inc.

5959 ROCKSIDE WOODS BLVD N

CLEVELAND, OH 44131

$41.13M

Assets Under Management

32

Total Clients

23

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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commissions

Earned based on transactions or products sold.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

A percentage of assets under advisement

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Matthew Felten’s Registration & Firm History

MD

05/05/2008 - Present

Cbiz Financial Solutions, Inc. (CUMBERLAND MD)

MD

05/05/2008 - 12/31/2021

CBIZ FINANCIAL SOLUTIONS, INC. (CUMBERLAND MD)

NY

04/02/2007 - 09/06/2007

MORGAN STANLEY & CO., INCORPORATED (NEW YORK NY)

NY

09/08/2006 - 04/02/2007

MORGAN STANLEY DW INC. (PURCHASE NY)

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Licenses & Designations

BOTH

Issued 10/02/2006

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/18/2006

Series 31 - Futures Managed Funds Examination

BC

Issued 09/07/2006

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Matthew Joseph Felten.
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