Matthew D. Hale

MAKE THE MEMORY FINANCIAL PLANNING

Heinsberg,

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CRD#: 5790390

Professional summary

Matthew Dowd Hale, CFP® is a registered financial advisor currently at MAKE THE MEMORY FINANCIAL PLANNING .

Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Matthew has worked at 5 firms and has passed the Series 65, 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) NAME OF BUSINESS: PRIMARY ACQUISITIONS LLC NOT INVESTMENT RELATED ADDRESS: TEMPE, AZ 85282. NATURE OF BUSINESS: LLC SET UP TO REPORT COSTS/GAINS FOR RENTAL PROPERTY POSITION: CO-OWNER. START DATE: APPROX. HOURS/MONTH: VARY HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: MANAGE RENTAL PROPERTIES As listed in my work history above, I'm currently an employee of Magellan Federal which is a military contractor. As a personal financial counselor, I'm responsible for helping service members understand how to budget, manage debt, borrow responsibly and navigate basic financial literacy questions. Recommendations on asset allocation, specific investments, etc are prohibited. Ascend Learning, LLC NOT Investment Related 11161 Overbrook Rd, Leawood, KS 66211 Tutoring Tutor Started in 2025 Approximately 5 hours. week

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew Dowd Hale'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®

CRD#: 7452

SCOTTSDALE, AZ

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".

MAKE THE MEMORY FINANCIAL PLANNING

MAKE THE MEMORY FINANCIAL PLANNING | MAKE THE MEMORY FINANCIAL PLANNING, LLC

CRD#: 331666 / SEC#: 801-130457

RIA

Registered Investment Advisory firm - (6/11/2024 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

Investment Company Products/Variable Contracts Representative Examination

Current Firm

MAKE THE MEMORY FINANCIAL PLANNING

MAKE THE MEMORY FINANCIAL PLANNING | MAKE THE MEMORY FINANCIAL PLANNING, LLC

CRD#: 331666 / SEC#: 801-130457

RIA

Registered Investment Advisory firm - (6/11/2024 Approved)

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Contact information

Main Address

Burglengenfeld

Mailing Address

Phone number

(423) 218-2822

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (1 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

MAKE THE MONEY FINANCIAL PLANNING, LLC (OCTOBER 10, 2025) (10/13/2025)

Regulatory assets under management

Total Number of Accounts	22
AUM (Assets Under Management)	$ 720,836

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Matthew D. Hale

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew Dowd Hale's CRS (Customer Relationship Summary).

Certified licenses

Experience

ORIGIN INVESTMENT ADVISORY LLC

FACET

VANGUARD ADVISERS, INC.

VANGUARD MARKETING CORPORATION

Primary Firm SEC Registration

MAKE THE MEMORY FINANCIAL PLANNING

State Registrations and Notice Filings

Exams

Series 65

Date: 7/31/2015

Series 63

Date: 6/17/2010

SIE

Date: 10/1/2018

Series 7

Date: 2/16/2012

Series 6

Date: 6/11/2010

Current Firm

MAKE THE MEMORY FINANCIAL PLANNING

Contact information

SEC notice filing (1 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

MAKE THE MEMORY FINANCIAL PLANNING

TRUST BUT VERIFY

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