Matt Bellin, CRPC®

Co-Founder & Partner

Check the background of this investment professional on FINRA’s BrokerCheck.

Matt Bellin, CRPC®

Co-Founder & Partner

About Matt

Matt Bellin is a financial advisor based in North Star’s Madison, Wis., office. Matt takes a comprehensive approach when working with clients. No matter what stage they are in life, he helps them identify their goals and create a strategy. He then meets with his clients regularly to review their progress, update their goals, and fine-tune that strategy.

In 2025, Matt formed a partnership with Josh Evenson. As a team, they share over 35 years of combined experience and have a knowledgeable and friendly staff supporting them.

Originally from Waupaca, Wis., Matt now resides in Stoughton, Wis., with his wife and two children. Some of his hobbies include spending time with family, being active, playing golf, and cheering on the Wisconsin Badgers.

Qualifications:

  •  Series 7 and 66 registered
  • Life, Accident, and Health licensed
  • Chartered Retirement Planning Counselor, CRPC®
  • B.A. in Finance, University of Wisconsin – Oshkosh

Services

  •  Asset protection
  • Comprehensive financial planning
  • Education funding strategies
  • Investments
  • Life insurance
  • Mutual funds
  • Retirement strategies
  • Risk management
  • Tax-efficient investment strategies
  • Wealth accumulation
  • Wealth management

Team

Josh Evenson, CFP®, ChFC®, CASL®
Josh Evenson, CFP®, ChFC®, CASL®

Founder & Senior Partner

Mandy Endicott
Mandy Endicott

Practice Manager

Abby Kuchenreuther
Abby Kuchenreuther

Client Services Representative

Josh Hannack
Josh Hannack

Investment Coordinator

Contact

Connect with Matt

    Office location

    Madison, Wis.

    2945 Triverton Pike Drive
    Suite 200
    Madison, WI 53711

    Get directions

    Registered representative of Cetera Wealth Services, LLC. Securities offered through Cetera Wealth Services, LLC (doing insurance business in CA as CFGAN Insurance Agency LLC, CA Insurance Lic # 0644976), member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers LLC, a registered investment adviser. Cetera is under separate ownership from any other named entity. CA Insurance License #0I82679.