Matthew Golba, financial advisor Traverse City MI

Matthew Golba

CRD Number: 5575219
Current Firm: Stonepath Wealth Management

Matthew Golba (CRD# 5575219) is an Investment Advisor Representative working at Stonepath Wealth Management in Traverse City, MI and has over 15 years of experience in the finance industry.

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Company Name Location Dates Years
Spwm Advisors LLC Traverse City, MI Jan 2024 - Current < 1
Cambridge Investment Research, Inc. Fairfield, IA Jan 2012 - Dec 2023 11
Cambridge Investment Research Advisors, Inc. Fairfield, IA Jan 2012 - Dec 2023 11
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2008
Contact Info for Matthew T. Golba
Phone Number: (231) 668-6999
Registered State(s):
  • MI
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States


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