ME
Matthew L. Evans
RPG FAMILY WEALTH ADVISORY
Wentzville, MO 63385
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CRD#: 3234682
ME
Professional summary
Matthew Lee Evans, who also goes by Matt Evans, is a registered financial advisor currently at RPG FAMILY WEALTH ADVISORY, LLC located in Wentzville, Missouri.
Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Matthew has worked at 5 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Matt Evans
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.
1. Solae Group, LLC; Wentzville, MO; Owner/Insurance Agent since 11/2021; investment related; sales of insurance products; 80 hrs/mo 2. Mortgage Free Life, LLC; Wentzville, MO; Owner/Insurance Agent since 01/2023; investment related; sales of insurance products; 80 hrs/mo 3. DBA; The Innovative Group; At Reported Business Location; Registered Investment Advisor DBA; IAR; 09/15/2023 4. Mortgage Free Life, LLC; 510 W Pearce Blvd Wentzville MO 63385; Owner since 01/2024; Not Investment Related; Fixed Life and Annuities; Train and recruit agents; Start date with business: 2024-01-01; Hours per month devoted to business during trading hours: 4; Hours per month devoted to business outside trading hours: 2; Percentage of total yearly compensation expected to be derived from the business: 70; Website address for the organization: mortgagefreelife.com.
CRS (Client Relationship Summary) - RIA
Click below to view Matthew Lee Evans's 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®
NoneExperience
Current
September 18, 2023 - Present
RPG FAMILY WEALTH ADVISORY, LLC
Office #1: 510 W Pearce Blvd, Wentzville, MO 63385RIA
CRD#: 158528
Wentzville, MO
Past
April 7, 2023 - July 26, 2023
MSL ADVISORS, LLC
RIA
CRD#: 325327
WENTZVILLE, MO
Past
November 9, 2021 - May 5, 2023
BISON WEALTH, LLC
RIA
CRD#: 299805
Lake St. Louis, MO
Past
July 16, 2001 - November 8, 2021
FIRST HEARTLAND CONSULTANTS, INC.
RIA
CRD#: 110377
LAKE SAINT LOUIS, MO
Past
August 14, 1999 - November 8, 2021
FIRST HEARTLAND CAPITAL, INC.
BD
CRD#: 32460
LAKE ST. LOUIS, MO
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".
RF
RPG FAMILY WEALTH ADVISORY, LLC
ANCHOR FINANCIAL GROUP | THE INNOVATIVE GROUP | TEG ADVISORS | RPG FAMILY WEALTH ADVISORY, LLC | RPG FAMILY WEALTH ADVISORY | RISK PARADIGM GROUP FAMILY WEALTH ADVISORY | KOLDEN WEALTH | HARDING FINANCIAL PARTNERS | FREEDOM FINANCIAL
CRD#: 158528 / SEC#: 801-72631
RIA
Registered Investment Advisory firm - (8/3/2011 Approved)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
Missouri(9/19/2023)
IAR
Texas(9/18/2023)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Current Firm
RF
RPG FAMILY WEALTH ADVISORY, LLC
ANCHOR FINANCIAL GROUP | THE INNOVATIVE GROUP | TEG ADVISORS | RPG FAMILY WEALTH ADVISORY, LLC | RPG FAMILY WEALTH ADVISORY | RISK PARADIGM GROUP FAMILY WEALTH ADVISORY | KOLDEN WEALTH | HARDING FINANCIAL PARTNERS | FREEDOM FINANCIAL
CRD#: 158528 / SEC#: 801-72631
RIA
Registered Investment Advisory firm - (8/3/2011 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
25 Burlington Mall Road Suite 404, Burlington, MA 01803
Mailing Address
Phone number
(888) 285-8600
Established
Firm type
Fiscal year end
# of Employees
21
SEC notice filing (20 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,960 |
| AUM (Assets Under Management) | $ 590,320,074 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
RPG FAMILY WEALTH ADVISORY, LLC
CRD#: 158528Wentzville, MO 63385TRUST BUT VERIFY
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