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
Matthew A Burklund
Feed of 09/14/2026
At current firm
13 y
since Aug 27, 2013
In the industry
27 y
since Aug 1, 1999 (earliest exam, job or registration)
Prior registered firms
2
IAPD previous registrations
State registrations
3
current, as an IAR
Firms today
1
current registrations
Exams
S63, S65
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Brookstone Capital Management LLC independent RIA currentsince Aug 27, 2013 · Wheaton, Il
- Ameritas Advisory Services formerOct 27, 2008 to Sep 8, 2011 · Seattle, Wa
- Securian Financial Services, Inc. formerMar 27, 2008 to Sep 26, 2008 · Renton, Wa
Moves
a registration end followed by a registration begin elsewhere
- Ameritas Advisory Services to Brookstone Capital Management LLCleft Sep 8, 2011, registered Aug 27, 2013 (719 days) · Other
- Securian Financial Services, Inc. to Ameritas Advisory Servicesleft Sep 26, 2008, registered Oct 27, 2008 (31 days) · Other
Signals
No dated event on this person.
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
- 27derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address