Matthew R. Doering

VIMA

Troy, MI 48085

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CRD#: 2466065

Professional summary

Matthew Raymond Doering, who also goes by Matthew Raymond Doering, is a registered financial advisor currently at VIMA, LLC located in Troy, Michigan.

Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1994. Matthew has worked at 11 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 6 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Matthew Raymond Doering

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew Raymond Doering's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

April 6, 2020 - Present

VIMA, LLC

Office #1: 46 East Square Lake Rd., Troy, MI 48085

RIA

CRD#: 148833

Troy, MI

Past

February 15, 2019 - February 6, 2020

THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.

RIA

CRD#: 8478

INDIANAPOLIS, IN

Past

February 15, 2019 - February 6, 2020

THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.

CRD#: 8478

INDIANAPOLIS, IN

Past

November 16, 2010 - March 1, 2019

EDWARD JONES

RIA

CRD#: 250

BLOOMINGTON, IN

Past

November 16, 2010 - March 1, 2019

EDWARD JONES

CRD#: 250

BLOOMINGTON, IN

Past

July 6, 2005 - November 16, 2010

CHASE INVESTMENT SERVICES CORP.

RIA

CRD#: 25574

BEDFORD, IN

Past

July 6, 2005 - November 16, 2010

CHASE INVESTMENT SERVICES CORP.

CRD#: 25574

BEDFORD, IN

Past

January 14, 2005 - July 6, 2005

BANC ONE SECURITIES CORPORATION

RIA

CRD#: 16999

BEDFORD, IN

Past

January 14, 2005 - July 6, 2005

BANC ONE SECURITIES CORPORATION

CRD#: 16999

CHICAGO, IL

Past

September 9, 2003 - February 1, 2005

LEGEND ADVISORY, LLC

RIA

CRD#: 104761

BLOOMINGTON, IN

Past

June 2, 2003 - February 1, 2005

LEGEND EQUITIES CORPORATION

CRD#: 30999

PALM BEACH GARDENS, FL

Past

May 13, 1999 - June 9, 2003

A. G. EDWARDS & SONS, INC.

CRD#: 4

ST. LOUIS, MO

Past

June 5, 1997 - May 10, 1999

THE LEADERS GROUP, INC.

CRD#: 37157

SUMMIT, NJ

Past

September 14, 1995 - May 14, 1997

GUARDIAN INVESTOR SERVICES LLC

CRD#: 6635

NEW YORK, NY

Past

April 12, 1994 - January 26, 1995

PRUCO SECURITIES, LLC.

CRD#: 5685

NEWARK, NJ

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

VIMA, LLC

MORE THAN MONEY WEALTH ADVISORS | VIMA, LLC

CRD#: 148833 / SEC#: 801-129108

RIA

Registered Investment Advisory firm - (11/27/2023 Approved)

Florida

Registered Investment Advisory firm - (12/12/2023 Terminated)

Indiana

Registered Investment Advisory firm - (12/13/2023 Terminated)

Michigan

Registered Investment Advisory firm - (12/19/2023 Terminated)

Ohio

Registered Investment Advisory firm - (12/14/2023 Terminated)

Texas

Registered Investment Advisory firm - (12/12/2023 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Indiana
(4/6/2020)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 9/4/2003

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 4/11/1994

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 7/15/1999

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 4/11/1994

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 24

Date: 10/1/2003

General Securities Principal Examination

Current Firm

VIMA, LLC

MORE THAN MONEY WEALTH ADVISORS | VIMA, LLC

CRD#: 148833 / SEC#: 801-129108

RIA

Registered Investment Advisory firm - (11/27/2023 Approved)

Florida

Registered Investment Advisory firm - (12/12/2023 Terminated)

Indiana

Registered Investment Advisory firm - (12/13/2023 Terminated)

Michigan

Registered Investment Advisory firm - (12/19/2023 Terminated)

Ohio

Registered Investment Advisory firm - (12/14/2023 Terminated)

Texas

Registered Investment Advisory firm - (12/12/2023 Terminated)

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Contact information

Main Address

46 East Square Lake Rd., Troy, MI 48085

Mailing Address

Phone number

(248) 526-6700

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (5 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

VIMA- NARRATIVE VERSION OF ADV PART 2A & 2B (8/14/2025)

Regulatory assets under management

Total Number of Accounts	897
AUM (Assets Under Management)	$ 150,242,478

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
11/05/2025	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Matthew R. Doering

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew Raymond Doering's CRS (Customer Relationship Summary).

Certified licenses

Experience

THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.

THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.

EDWARD JONES

EDWARD JONES

CHASE INVESTMENT SERVICES CORP.

CHASE INVESTMENT SERVICES CORP.

BANC ONE SECURITIES CORPORATION

BANC ONE SECURITIES CORPORATION

LEGEND ADVISORY, LLC

LEGEND EQUITIES CORPORATION

A. G. EDWARDS & SONS, INC.

THE LEADERS GROUP, INC.

GUARDIAN INVESTOR SERVICES LLC

PRUCO SECURITIES, LLC.

Primary Firm SEC Registration

VIMA, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 9/4/2003

Series 63

Date: 4/11/1994

SIE

Date: 10/1/2018

Series 7

Date: 7/15/1999

Series 6

Date: 4/11/1994

Series 24

Date: 10/1/2003

Current Firm

VIMA, LLC

Contact information

SEC notice filing (5 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

VIMA, LLC

TRUST BUT VERIFY

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