CULTIVATE FINANCIAL

CULTIVATE FINANCIAL, LLC

CRD 318616

Visit website

808 3RD AVE S, STE 301, FARGO, ND, 58103, United States

Phone

701-866-9678

Fax

701-997-6327

Registration

— (—)

Source

State registered

Total AUM

$3.6M

Discretionary AUM

$3.6M

Team

1 total employees; 1 advisory reps

Clients

1-10

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Limited Liability Company

Filing date

2026-03-26

Disciplinary history

Services

Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisersPublication of periodicalsEducational seminars

Client types

Type	Clients	AUM
Individuals	5	$331K
High net worth individuals	7	$3.3M

All web addresses on file

https://x.com/mjbreker
https://www.instagram.com/mjbreker/
https://www.linkedin.com/in/mattbreker/
https://www.facebook.com/mjbreker
https://www.cultivatefin.com
https://www.facebook.com/cultivatefin
https://www.linkedin.com/company/cultivatefin

Official SEC filing: View on IAPD