Matthew Ebeling
FORT VANCOUVER INVESTMENT MANAGEMENT
Vancouver, WA 98661
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CRD#: 5382212
Professional summary
Matthew Ebeling, CFP® is a registered financial advisor currently at FORT VANCOUVER INVESTMENT MANAGEMENT, LLC located in Vancouver, Washington.
Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Matthew has worked at 2 firms and has passed the Series 65 exam.
Core Areas of Focus
AUM
Baby Boomers
Generation X
High Net Worth Client Needs
Investment Advice with Ongoing Management
Retirement Plan Investment Advice
Biography
Matt's career in wealth management span's over two decades where he has helped individuals and families prudently plan for their financial future. Prior to joining FVIM in 2016, Matt spent many years serving clients in a trust department and a large global institutional money manager. Matt earned an MBA from Liberty University and a bachelor’s degree from Pensacola Christian College in business management and marketing. He is a CERTIFIED FINANCIAL PLANNER ™
Question & Answer
What are your service offerings?
Inheritance
Retirement Planning
Retirement Income Management
Investment Planning
Comprehensive Financial Planni...
Life Transitions
What is your minimum asset requirement?
250K
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.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Matthew Ebeling'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: 2019
Experience
Current
May 19, 2016 - Present
FORT VANCOUVER INVESTMENT MANAGEMENT, LLC
Office #1: 1601 Officers Row, Vancouver, WA 98661RIA
CRD#: 157019
Vancouver, WA
Past
July 17, 2007 - May 18, 2016
FISHER INVESTMENTS
RIA
CRD#: 107342
CAMAS, WA
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".
FORT VANCOUVER INVESTMENT MANAGEMENT, LLC
FORT VANCOUVER INVESTMENT MANAGEMENT, LLC
CRD#: 157019 / SEC#: 801-112403
RIA
Registered Investment Advisory firm - (2/1/2018 Approved)California
Registered Investment Advisory firm - (1/1/2016 Terminated)Oregon
Registered Investment Advisory firm - (2/12/2018 Terminated)Texas
Registered Investment Advisory firm - (2/6/2018 Terminated)Washington
Registered Investment Advisory firm - (2/13/2018 Terminated)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
Oregon(5/24/2016)
IAR
Texas(5/27/2016)
IAR
Washington(5/19/2016)
Current Firm
FORT VANCOUVER INVESTMENT MANAGEMENT, LLC
FORT VANCOUVER INVESTMENT MANAGEMENT, LLC
CRD#: 157019 / SEC#: 801-112403
RIA
Registered Investment Advisory firm - (2/1/2018 Approved)California
Registered Investment Advisory firm - (1/1/2016 Terminated)Oregon
Registered Investment Advisory firm - (2/12/2018 Terminated)Texas
Registered Investment Advisory firm - (2/6/2018 Terminated)Washington
Registered Investment Advisory firm - (2/13/2018 Terminated)PREMIUM
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Contact information
Main Address
1601 Officers Row, Vancouver, WA 98661
Mailing Address
Phone number
(360) 823-0477
Established
Firm type
Fiscal year end
# of Employees
4
SEC notice filing (4 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 586 |
| AUM (Assets Under Management) | $ 237,124,472 |
Red Flags
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Company Information
FORT VANCOUVER INVESTMENT MANAGEMENT, LLC
CRD#: 157019Vancouver, WA 98661TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
