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MA

Matthew L. Augspurger

STRONG RETIREMENT SOLUTIONS
BREMERTON, WA
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CRD#: 5584190
MA

Professional summary


Matthew Lynn Augspurger is a registered financial advisor currently at STRONG RETIREMENT SOLUTIONS located in Bremerton, Washington.

Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Matthew has worked at 5 firms and has passed the Series 66 and Series 7 exams.

top-8-questions

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.
Since January or 2022 Matt s also 5% owner of Grounded Oaks Capital Management, Inc, The Firm provides financial services and insurance products. Bloomington, IL Minority Owner. Investment related and 5 hours/mo., trading hours 5 hours Balsam Solution, LLC, Investment related, Poulsbo, WA, LLC formed for tax purposes, owner, 2017 to present. it is 100% overlap with my role as IAR for Nepsis Five Musketeers LLC, non-investment related, Poulsbo, WA, LLC formed for real estate management, co-owner, 01/2021 to present. less than 5% of time devoted to this activity

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Matthew Lynn Augspurger'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 9, 2025 - Present

STRONG RETIREMENT SOLUTIONS

RIA
CRD#: 335968
BREMERTON, WA
Past

December 23, 2015 - July 16, 2025

NEPSIS, INC.

RIA
CRD#: 141203
Bremerton, WA
Past

June 19, 2013 - December 31, 2015

NEPSIS ADVISOR SERVICES, INC.

RIA
CRD#: 162340
MINNEAPOLIS, MN
Past

February 14, 2011 - June 18, 2013

NEPSIS, INC.

RIA
CRD#: 141203
KEYPORT, WA
Past

October 27, 2008 - February 11, 2011

QA3 FINANCIAL LLC

RIA
CRD#: 104957
KINGSTON, WA
Past

October 13, 2008 - February 11, 2011

QA3 FINANCIAL CORP.

BD
CRD#: 14754
KINGSTON, 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".
SR
STRONG RETIREMENT SOLUTIONS
GROUNDED OAKS CAPITAL MANAGEMENT, INC. | STRONG RETIREMENT SOLUTIONS LLC | STRONG RETIREMENT SOLUTIONS

CRD#: 335968 / SEC#: 801-132696

RIA
Registered Investment Advisory firm - (5/1/2025 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
Washington
(5/9/2025)

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 10/25/2008
Uniform Combined State Law Examination
General Industry/Product Exam

Current Firm


SR
STRONG RETIREMENT SOLUTIONS
GROUNDED OAKS CAPITAL MANAGEMENT, INC. | STRONG RETIREMENT SOLUTIONS LLC | STRONG RETIREMENT SOLUTIONS

CRD#: 335968 / SEC#: 801-132696

RIA
Registered Investment Advisory firm - (5/1/2025 Approved)
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Contact information


Main Address
Bremerton, WA
Mailing Address
2916 Nw Bucklin Hill Road Pmb 191, Silverdale, WA 98383
Phone number
(360) 566-2264
Established
Firm type
Fiscal year end
# of Employees
5

SEC notice filing (3 States and Territories)


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Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

SRS ADV 2A (8/29/2025)

Regulatory assets under management


Total Number of Accounts795
AUM (Assets Under Management)$ 155,785,000

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.

Company Information


STRONG RETIREMENT SOLUTIONS

CRD#: 335968Bremerton, WA

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