Matthew Rzepka (CRD# 5281614) is an Investment Advisor Representative working at Financial Gravity Family Office Services, LLC in Lakeway, TX and has over 16 years of experience in the finance industry. Matthew Rzepka 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.
CRD# 4431657
Pbl Wealth Management
CRD# 5872877
Orchard Financial
CRD# 2827672
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Kingswood Capital Partners | Stockbridge, GA | Dec 2021 - Current | 2 |
| Financial Gravity Family Office Services, LLC | Lakeway, TX | Sep 2021 - Current | 2 |
| Valley Oak Financial | Kalamazoo, MI | Jun 2006 - Current | 17 |
| Forta Financial Group, LLC | Greenwood Village, CO | Jun 2020 - Dec 2021 | 1 |
| Forta Financial Group, LLC | Greenwood Village, CO | Jun 2020 - Sep 2021 | 1 |
| Cambridge Investment Research, Inc. | Fairfield, IA | Aug 2013 - Jun 2020 | 6 |
| Cambridge Investment Research Advisors, Inc. | Fairfield, IA | Aug 2013 - Jun 2020 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 2007 |
- MI
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Total Assets Under Management365MILLIONS
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Total Number of Accounts2,654ACCOUNTS
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Average Account Value$137,692
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AZ, CA, CO, DE, FL, GA, IN, KS, LA, MD, MI, MN, MO, NC, ND, NE, NJ, NM, NV, NY, OH, OR, PA, SC, TN, TX, VA, WA, WI
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