Matthew Rice, financial advisor Indianapolis IN
93 score

Matthew Rice

CRD Number: 5341352
Current Firm: Riverpoint Capital Management, LLC

Matthew Rice (CRD# 5341352) is an Investment Advisor Representative working at Riverpoint Capital Management, LLC in Indianapolis, IN and has over 4 years of experience in the finance industry. Matthew Rice has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Riverpoint Capital Management Indianapolis, IN May 2016 - Current < 1
Buckingham Asset Management, LLC St. Louis, MO Oct 2014 - May 2016 1
Hufford Advisors, LLC Indianapolis, IN Apr 2013 - Nov 2014 1
Tiaa-cref Individual & Institutional Services, LLC West Lafayette, IN Jun 2012 - Apr 2013 < 1
Tiaa West Lafayette, IN Jun 2012 - Apr 2013 < 1
Rjp Investment Advisors, LLP Indianapolis, IN Mar 2008 - Jun 2012 4
Charles Schwab & Company, Inc. Fishers, IN Nov 2007 - Mar 2008 < 1
American United Life Indianapolis, IN May 2007 - Nov 2007 < 1
Daimler Chrysler Kokomo, IN Apr 1995 - May 2007 12
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2012
Contact Info for Matthew J. Rice
Phone Number: 513-421-3100
Registered State(s):
  • IN
  • TX
By the Numbers
  • Total Assets Under Management
    2,103
    MILLIONS
  • Total Number of Accounts
    2,657
    ACCOUNTS
  • Average Account Value
    $791,410
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

AL, AR, AZ, CA, CO, DC, FL, GA, HI, IL, IN, KS, KY, LA, MA, MI, MN, MO, NC, NJ, NY, OH, PA, TN, TX, VA

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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