AdFi
MA

Matthew Austin Redfering

Investment Adviser Representative at Allworth Financial, L.P.

St Louis, MOCRD #8228548Investment Adviser Representative
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Exams Passed
1

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Matthew Austin Redfering is an investment adviser representative with Allworth Financial, L.P. in St Louis, MO, where they have been registered since 2026, the year they entered the securities industry. They have passed the Series 65 (investment adviser) exam. They are registered to provide investment advice in Missouri.

Registrations & licenses

Registration type
Investment Adviser Representative
As of August 16, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Missouri

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 6/5/2026

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Allworth Financial, L.P.Current
6/6/2026 – St Louis, MO

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Allworth Financial
    Mar 2026 – no end date reportedSt Louis, MO
  2. Potter Brothers Enterprises
    Mar 2023 – Jan 2026St Louis, MO
  3. North Inc
    Jan 2023 – Feb 2023St Louis, MO
  4. Florida GULF Coast University
    Aug 2020 – Dec 2022Fort Myers, FL
  5. Truman State University
    Aug 2019 – Dec 2019Kirksville, MO
  6. Ob'clarks BAR AND Grill
    May 2017 – Aug 2020St Louis, MO
  7. Truman State University Recreation Center
    Jan 2020 – May 2020Kirksville, MO
  8. Florida GULF Coast Univeristy Recreation AND Wellness Center
    Aug 2021 – May 2022Fort Myers, FL
  9. Sunset Transportation
    Jan 2026 – Mar 2026Sunset Hills, MO
  10. Daniel AND Henry Co
    Jun 2020 – Aug 2020St Louis, MO
  11. Brentwood HIGH School
    Aug 2014 – Jun 2018St Louis, MO
  12. Truman State University
    Aug 2018 – May 2020Kirksville, MO

Official records & sources

Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Allworth Financial, L.P.

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Fixed fee
  • Performance-based fees
Estimated blended rate
0.02

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Wealth management, financial planning, investment management, tax planning, estate planning, insurance services, 401(k) for employers, and services for airline employees

Financial PlanningPortfolio Management for Individuals and Small BusinessesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Businesses and InstitutionsPension ConsultingSelection of Other AdvisersPeriodicals and NewslettersEducational Seminars and Workshops
Firm areas of expertise
Wealth ManagementFinancial PlanningInvestment ManagementTax PlanningEstate PlanningInsurance Services401(k)

Client types the firm serves

IndividualsHigh Net WorthPooled VehiclesPension/Profit SharingCharitable OrganizationsCorporations

Firm assets under management

$25B+

Firm disclosures (Form ADV)
No disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
293
Offices listed on AdvisorFinder:
41
Main office:
Folsom, CA
SEC file number:
801-68255

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of July 29, 2026

View full firm profile

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Matthew Austin Redfering has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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