DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Registered advisor

Kirk Norman Matteson

Buck Wealth Strategies, LLCindependent RIADenver, Co IA-onlyIAPD 4819671

Feed of 09/15/2026

Also filed as Kirk N. Matteson

At current firm

0 y

since May 19, 2026

In the industry

22 y

since Aug 27, 2004 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S65, S63

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Buck Wealth Strategies, LLC independent RIA current
since May 19, 2026 · Denver, Co
Clear Resource Group, LLC state registered
May 29, 2019 to Aug 19, 2026 · Portland, Or
Cwm, LLC BD affiliated
Oct 1, 2018 to Jul 15, 2019 · Portland, Or
Financial Advocates Investment Management former
Jul 28, 2010 to Oct 1, 2018 · Olympia, Wa
LPL Financial LLC BD affiliated
Oct 12, 2007 to Apr 26, 2011 · Portland, Or
Morgan Stanley & Co. LLC unclassified
May 4, 2007 to Oct 15, 2007 · Lake Oswego, Or
Citigroup Global Markets Inc. BD affiliated
Sep 7, 2004 to May 11, 2007 · Lake Oswego, Or

Moves

a registration end followed by a registration begin elsewhere

Clear Resource Group, LLC to Buck Wealth Strategies, LLC
left Aug 19, 2026, registered May 19, 2026 (-92 days) · Other
Cwm, LLC to Clear Resource Group, LLC
left Jul 15, 2019, registered May 29, 2019 (-47 days) · Affiliated broker-dealer or bank to a state-registered adviser
Financial Advocates Investment Management to Cwm, LLC
left Oct 1, 2018, registered Oct 1, 2018 (0 days) · RIA to RIA · moved with a team
LPL Financial LLC to Financial Advocates Investment Management
left Apr 26, 2011, registered Jul 28, 2010 (-272 days) · Other
Morgan Stanley & Co. LLC to LPL Financial LLC
left Oct 15, 2007, registered Oct 12, 2007 (-3 days) · Other
Citigroup Global Markets Inc. to Morgan Stanley & Co. LLC
left May 11, 2007, registered May 4, 2007 (-7 days) · Other

Signals

Kirk Norman Matteson left Clear Resource Group, Llc for Buck Wealth Strategies, Llc (registered 2026-05-19)
Aug 19, 2026 · Advisor changed firm · fact

Transition signals

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: Independent wealth managerderived
Years in industry: 22derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address