Matt Boehm: GWG L Bond Complaint Against Legacy Wealth Advisor

A pending investor complaint against East Peoria, Illinois financial advisor Matt Boehm (CRD# 4418029) concerns an investment in GWG L bonds. Financial Industry Regulatory Authority records show that he is a broker and an investment advisor with Woodbury Financial Services, doing business as Legacy Wealth Partners.

Mr. Boehm’s BrokerCheck report discloses one investor complaint. Filed in misrepresentation and failure to supervise the suitability of an investment in GWG L bonds while he was a representative of Lion Street Financial. The pending complaint alleges damages of $75,000. More information about GWG Holdings, which reportedly raised $1.6 billion from investors in its L bond products, filed for Chapter 11 bankruptcy, and is under investigation by the SEC, is available via this resource.

According to the Financial Industry Regulatory, Matt Boehm holds 21 years of securities industry experience. Based in East Peoria, Illinois, he has been a broker and an investment advisor with Woodbury Financial Services since 2020, doing business as Legacy Wealth Partners. He is also registered with the firm’s offices in Springfield, Illinois and Fort Myers, Florida. His registration history includes Lion Street Advisors (East Peoria, Illinois; 2017-2020) and Woodbury Financial Services (Bonita Springs, Florida; 2001-2017). His credentials include the passage of five securities industry qualifying exams: the Investment Company Products/Variable Contracts Representative Examination, or Series 6; the General Securities Representative Examination, or Series 7; the Securities Industry Essentials Examination, or SIE; the Uniform Securities Agent State Law Examination, or Series 63; and the Uniform Investment Adviser Law Examination, or Series 65. He is licensed in Arizona, Arkansas, Colorado, Florida, Illinois, Missouri, Tennessee, and Texas. (Information current as of February 7, 2023.)

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