Matthew L. Rzepka
FINANCIAL GRAVITY FAMILY OFFICE SERVICES
Kalamazoo, MI 49009
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CRD#: 5281614
Professional summary
Matthew Louis Rzepka, CFP® is a registered financial advisor currently at FINANCIAL GRAVITY FAMILY OFFICE SERVICES, LLC located in Kalamazoo, Michigan and VALLEY OAK INVESTMENT STRATEGIES LLC located in Kalamazoo, Michigan.
Matthew is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2007. Matthew has worked at 8 firms and has passed the Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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) Valley Oak Financial PLC DBA Tax Centric Solutions LLC a non-investment related company located at 6011 Stadium Drive, Kalamazoo, MI, USA, 49009 as a Managing Member/CPA since 06/2006 providing tax preparation accounting and consulting services, dedicating 100 hours a month and 60 hours during securities trading hours. (2) Valley Oak Properties, LLC a non-investment related company located at 6011 Stadium Drive, Kalamazoo, MI, USA, 49009 as a managing member of all rental properties since 05/2016 dedicating 3 hours a month and 0 hours during securities trading hours. (3) Ramama LLC a non-investment related company located at 6011 Stadium Drive, Kalamazoo, MI, USA, 49009 as a 33% Passive Minority Owner/Member of Zoup Franchises since 01/2022 Dedicating 1-2 hours a month and 0 hours during securities trading hours. (4) Insurance Agent an investment related activity located at the same office as RIA, since 09/2021 . Licensed and registered to sell life, accident, and other lines of insurance dedicating approximately 5% of his time on insurance-related activities. Conflict of interest due to additional compensation on these products.
CRS (Client Relationship Summary) - RIA
Click below to view Matthew Louis Rzepka'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®
CFP®
Start date: 2005
Experience
Current
September 17, 2021 - Present
FINANCIAL GRAVITY FAMILY OFFICE SERVICES, LLC
Office #1: 6011 Stadium Drive, Kalamazoo, MI 49009RIA
CRD#: 316024
Kalamazoo, MI
Current
September 30, 2025 - Present
VALLEY OAK INVESTMENT STRATEGIES LLC
Office #1: 6011 Stadium Drive, Kalamazoo, MI 49009RIA
CRD#: 336621
KALAMAZOO, MI
Current
December 23, 2021 - Present
KINGSWOOD CAPITAL PARTNERS, LLC
Office #1: 6011 Stadium Dr, Kalamazoo, MI 49009BD
CRD#: 288898
Kalamazoo, MI
Past
June 1, 2020 - October 5, 2021
FORTA FINANCIAL GROUP, INC.
RIA
CRD#: 28784
Kalamazoo, MI
Past
June 1, 2020 - December 9, 2021
FORTA FINANCIAL GROUP, INC.
BD
CRD#: 28784
Kalamazoo, MI
Past
August 8, 2013 - June 9, 2020
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
RIA
CRD#: 134139
Kalamazoo, MI
Past
August 7, 2013 - June 9, 2020
CAMBRIDGE INVESTMENT RESEARCH, INC.
BD
CRD#: 39543
Kalamazoo, MI
Past
May 28, 2010 - August 14, 2013
EAGLE STRATEGIES LLC
RIA
CRD#: 110826
KALAMAZOO, MI
Past
March 26, 2007 - August 14, 2013
NYLIFE SECURITIES LLC
BD
CRD#: 5167
KALAMAZOO, MI
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".
FG
FINANCIAL GRAVITY FAMILY OFFICE SERVICES, LLC
FINANCIAL GRAVITY FAMILY OFFICE SERVICES, INC. | FINANCIAL GRAVITY FAMILY OFFICE SERVICES, LLC
CRD#: 316024 / SEC#: 801-122258
RIA
Registered Investment Advisory firm - (9/9/2021 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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Arizona(12/23/2021)
RR
California(12/23/2021)
RR
Colorado(12/23/2021)
RR
Florida(12/23/2021)
RR
Illinois(12/23/2021)
RR
Indiana(4/25/2022)
RR
Kansas(5/12/2022)
IAR
Michigan(9/17/2021)
RR
Michigan(12/23/2021)
RR
New Jersey(12/23/2021)
RR
New York(12/23/2021)
RR
Ohio(12/26/2021)
RR
Oklahoma(12/23/2021)
RR
Oregon(10/28/2022)
RR
Pennsylvania(12/23/2021)
RR
South Carolina(4/12/2022)
RR
South Dakota(11/11/2024)
RR
Tennessee(2/26/2024)
RR
Texas(12/23/2021)
RR
Virginia(12/23/2021)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
FG
FINANCIAL GRAVITY FAMILY OFFICE SERVICES, LLC
FINANCIAL GRAVITY FAMILY OFFICE SERVICES, INC. | FINANCIAL GRAVITY FAMILY OFFICE SERVICES, LLC
CRD#: 316024 / SEC#: 801-122258
RIA
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Contact information
Main Address
2501 Ranch Road 620 S Ste 110, Lakeway, TX 78734
Mailing Address
Phone number
(800) 588-3893
Established
Firm type
Fiscal year end
# of Employees
45
SEC notice filing (29 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 1,745 |
| AUM (Assets Under Management) | $ 467,196,918 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
FINANCIAL GRAVITY FAMILY OFFICE SERVICES, LLC
CRD#: 316024Kalamazoo, MI 49009TRUST BUT VERIFY
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