Matthew G. Sebenoler

INVICTA FINANCIAL GROUP

Boerne, TX 78006

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CRD#: 2616158

Professional summary

Matthew Gerard Sebenoler, who also goes by Matt Sebenoler, Matthew Sebenoler, is a registered financial advisor currently at INVICTA FINANCIAL GROUP located in Boerne, Texas.

Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1995. Matthew has worked at 9 firms and has passed the Series 65, Series 63, SIE, Series 6 and Series 26 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Matt Sebenoler | Matthew Sebenoler

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.

Matthew Gerard Sebenoler is the trustee of a trust since August 1999. He receives no compensation and spends 1 hour per month on this activity. Matthew Gerard Sebenoler is an owner and manager of 4C Financial, LLC since March 2025. This is a single owner corporation established to pay all appropriate payroll taxes, and federal income taxes for advisory business. He receives no compensation and spends approximately 2 hours per month on this activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew Gerard Sebenoler'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

May 15, 2025 - Present

INVICTA FINANCIAL GROUP

Office #1: 12 Truss Drive Suite 104, Boerne, TX 78006

RIA

RIA

CRD#: 128851

FORT WORTH, TX

Past

June 30, 1995 - April 12, 2004

FIRST COMMAND BROKERAGE SERVICES, INC.

RIA

CRD#: 3641

O'FALLON, IL

Past

June 30, 1995 - November 10, 2006

FIRST COMMAND BROKERAGE SERVICES, INC.

CRD#: 3641

O'FALLON, IL

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".

INVICTA FINANCIAL GROUP

BDT & ASSOCIATES, INC. | INVICTA FINANCIAL GROUP

CRD#: 288008 / SEC#: 801-118542

RIA

Registered Investment Advisory firm - (4/27/2020 Approved)

Arizona

Registered Investment Advisory firm - (4/28/2020 Terminated)

California

Registered Investment Advisory firm - (5/28/2020 Terminated)

Iowa

Registered Investment Advisory firm - (4/29/2020 Terminated)

Louisiana

Registered Investment Advisory firm - (4/30/2020 Terminated)

Nevada

Registered Investment Advisory firm - (5/28/2020 Terminated)

North Carolina

Registered Investment Advisory firm - (4/29/2020 Terminated)

Texas

Registered Investment Advisory firm - (4/28/2020 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

Illinois
(8/18/2025)

IAR

Texas
(5/15/2025)

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 65

Date: 12/27/1999

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 6/10/1995

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 6/10/1995

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 26

Date: 8/16/1999

Investment Company Products/Variable Contracts Principal Examination

Current Firm

INVICTA FINANCIAL GROUP

BDT & ASSOCIATES, INC. | INVICTA FINANCIAL GROUP

CRD#: 288008 / SEC#: 801-118542

RIA

Registered Investment Advisory firm - (4/27/2020 Approved)

Arizona

Registered Investment Advisory firm - (4/28/2020 Terminated)

California

Registered Investment Advisory firm - (5/28/2020 Terminated)

Iowa

Registered Investment Advisory firm - (4/29/2020 Terminated)

Louisiana

Registered Investment Advisory firm - (4/30/2020 Terminated)

Nevada

Registered Investment Advisory firm - (5/28/2020 Terminated)

North Carolina

Registered Investment Advisory firm - (4/29/2020 Terminated)

Texas

Registered Investment Advisory firm - (4/28/2020 Terminated)

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Contact information

Main Address

2615 East 24th Street Suite 2, Yuma, AZ 85365

Mailing Address

Phone number

(928) 344-8000

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (12 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A-BDT & ASSOCIATES, INC. (3/13/2025)

Regulatory assets under management

Total Number of Accounts	1,722
AUM (Assets Under Management)	$ 324,619,396

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.

Contact information

xxxxx@xxxx.xxx

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Matthew G. Sebenoler

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew Gerard Sebenoler's CRS (Customer Relationship Summary).

Certified licenses

Experience

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

ALLSTATE FINANCIAL ADVISORS, LLC

ALLSTATE FINANCIAL SERVICES, LLC

EAGLE STRATEGIES LLC

NYLIFE SECURITIES LLC

FIRST COMMAND BROKERAGE SERVICES, INC.

FIRST COMMAND BANK

FIRST COMMAND BROKERAGE SERVICES, INC.

FIRST COMMAND BROKERAGE SERVICES, INC.

Primary Firm SEC Registration

INVICTA FINANCIAL GROUP

State Registrations and Notice Filings

Exams

Series 65

Date: 12/27/1999

Series 63

Date: 6/10/1995

SIE

Date: 10/1/2018

Series 6

Date: 6/10/1995

Series 26

Date: 8/16/1999

Current Firm

INVICTA FINANCIAL GROUP

Contact information

SEC notice filing (12 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

INVICTA FINANCIAL GROUP

TRUST BUT VERIFY

Contact information

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