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
Scott Matthew Biertzer
Feed of 09/15/2026
Also filed as Scott Matthew Biertzer
At current firm
5 y
since Jul 14, 2021
In the industry
12 y
since Feb 6, 2014 (earliest exam, job or registration)
Prior registered firms
4
IAPD previous registrations
State registrations
13
current, as an IAR
Firms today
1
current registrations
Exams
S66
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Associated Investment Services, Inc. independent RIA currentsince Jul 14, 2021 · Stevens Point, Wi
- U.S. Bancorp Investments, Inc. formerSep 21, 2015 to Jul 16, 2021 · Saint Germain, Wi
- Associated Investment Services, Inc. independent RIAJan 16, 2015 to Jul 1, 2015 · Rhinelander, Wi
- LPL Financial LLC BD affiliatedSep 9, 2014 to Jan 8, 2015 · Minocqua, Wi
- Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseFeb 10, 2014 to Aug 22, 2014 · Minocqua, Wi
Moves
a registration end followed by a registration begin elsewhere
- U.S. Bancorp Investments, Inc. to Associated Investment Services, Inc.left Jul 16, 2021, registered Jul 14, 2021 (-2 days) · Affiliated broker-dealer or bank to independent RIA
- Associated Investment Services, Inc. to U.S. Bancorp Investments, Inc.left Jul 1, 2015, registered Sep 21, 2015 (82 days) · Other
- LPL Financial LLC to Associated Investment Services, Inc.left Jan 8, 2015, registered Jan 16, 2015 (8 days) · Other
- Merrill Lynch, Pierce, Fenner & Smith Incorporated to LPL Financial LLCleft Aug 22, 2014, registered Sep 9, 2014 (18 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
- 12derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address