Matthew Aaron Treskovich

KREHBIEL FINANCIAL LLC

SATELLITE BEACH, FL · CRD#

J.W. COLE FINANCIAL, INC.

MELBOURNE, FL · CRD#

Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

Similar Advisors

KREHBIEL FINANCIAL LLC

SATELLITE BEACH, FL · CRD#

J.W. COLE FINANCIAL, INC.

MELBOURNE, FL · CRD#

Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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.

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KREHBIEL FINANCIAL LLC

SATELLITE BEACH, FL · CRD#

J.W. COLE FINANCIAL, INC.

MELBOURNE, FL · CRD#

Credentials

CFP®

Certified Financial PlannerSince 2012

Years of Experience

10 years registered in the securities industry

Current & Past Employments

Current

FLAVIN FINANCIAL SERVICES, INC.Current·CRD# 144473

RIA

2200 S. Babcock Street, Melbourne, FL 32901

August 1, 2022 - Present

Past

CPS INVESTMENT ADVISORSPast·CRD# 104914

RIA

Lakeland, FL

May 5, 2016 - May 31, 2022

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KREHBIEL FINANCIAL LLC

SATELLITE BEACH, FL · CRD#

J.W. COLE FINANCIAL, INC.

MELBOURNE, FL · CRD#

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Current Firm

FF

FLAVIN FINANCIAL SERVICES, INC.

FLAVIN FINANCIAL SERVICES, INC. | FLAVIN, NOONEY & PERSON, CPA WEALTH ADVISORS

CRD#: 144473 / SEC#: 801-129689

RIA

Registered Investment Advisory firm - SEC (3/19/2024 Approved)

Florida

Registered Investment Advisory firm - Florida (4/3/2024 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

Contact Information

Main Address

2200 S. Babcock Street, Melbourne, FL 32901

Phone Number

(321) 725-4700

# of Employees

4

SEC notice filing (3 States and Territories)

Registered to provide investment advisory services in 3 US states and territories.

Documents

Part 2 Brochures

10 16 2026 FLA FORM ADV PART 2A AND 2B FINAL (10/16/2026)

Regulatory Assets Under Management

Total Number of Accounts

459

AUM (Assets Under Management)

$204,988,428

Accountant Surprise Examination Report

Filing Date	Form ADV-E Cover	Form ADV-E Report
12/24/2025	Cover Page	Report
09/27/2024	Cover Page	Report
03/16/2024	Cover Page	Report

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KREHBIEL FINANCIAL LLC

SATELLITE BEACH, FL · CRD#

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MELBOURNE, FL · CRD#

Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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: GLOBAL MANAGEMENT ADVISORS LLC; ADDRESS: MELBOURNE, FL 32394; NATURE: TECHNOLOGY CONSULTING; INVESTMENT RELATED: NO; TITLE: MANAGING MEMBER; DUTIES: CONSULTING; START DATE: 10/19/2010; APPROX. NUMBER OF HOURS/MONTH: 0; APPROX. NUMBER OF HOURS/MONTH DURING TRADING HOURS: 0; (2.) NAME: MATTHEW A. TRESKOVICH CPA PA; ADDRESS: MELBOURNE, FL 32934 NATURE: PA HOLDS AN OWNERSHIP INTEREST IN FLAVIN, NOONEY & PERSON ACCOUNTING FIRM; INVESTMENT RELATED: NO; TITLE: PARTNER; DUTIES: CPA; START DATE: 06/10/2022; APPROX. NUMBER OF HOURS/MONTH: 150; APPROX. NUMBER OF HOURS/MONTH DURING TRADING HOURS: 120; (3.) NAME: LIBERTY HOLDINGS OF BREVARD LLC; ADDRESS: MELBOURNE, FL 32394; NATURE: HORSE TRAINING; INVESTMENT RELATED: NO; RELATIONSHIP: MANAGING MEMBER; DUTIES: KEEPING PAPERWORK IN GOOD ORDER; START DATE: 10/25/2023; APPROX. NUMBER OF HOURS/MONTH: 0; APPROX. NUMBER OF HOURS/MONTH DURING TRADING HOURS: 0; (4.) NAME: SCOUTS BSA TROOP 323, HOLY TRINITY EPISCOPAL CHURCH; ADDRESS: MELBOURNE, FL; NATURE: BOY SCOUT TROOP; INVESTMENT RELATED: NO; TITLE: TREASURER; DUTIES: TREASURER DUTIES; START DATE: 08/01/2023; APPROX. NUMBER OF HOURS/MONTH: 0; APPROX. NUMBER OF HOURS/MONTH DURING TRADING HOURS: 0; (5.) NAME: MATTHEW A. TRESKOVICH CPA PA; ADDRESS: MELBOURNE, FL 32934; NATURE: MEMBER OF AICPA INVESTMENT COMMITTEE; INVESTMENT RELATED: YES; RELATIONSHIP: COMMITTEE MEMBER, FIDUCIARY RESPONSIBILITY FOR AICPA PENSION PLAN AND 401K PLAN, ALSO RESPONSIBLE FOR AICPA LONG-TERM INVESTMENT PORTFOLIO DUTIES: PARTICIPATE IN QUARTERLY MEETINGS; START DATE: 05/01/2024; APPROX. NUMBER OF HOURS/MONTH: 1; APPROX. NUMBER OF HOURS/MONTH DURING TRADING HOURS: 1; (6.) NAME OF OBA: BABCOCK 2200 LLC; ADDRESS OF OBA: MELBOURNE, FL 32934; NATURE: COMMERCIAL REAL ESTATE RENTAL; INVESTMENT RELATED: NO; RELATIONSHIP: PARTNER; DUTIES: MANAGE TENANT EXPECTATIONS; MONITOR MAINTENANCE; START DATE: 07/07/2025; APPROX. NUMBER OF HOURS/MONTH: 0; APPROX. NUMBER OF HOURS/MONTH DURING TRADING HOURS: 0

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KREHBIEL FINANCIAL LLC

SATELLITE BEACH, FL · CRD#

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MELBOURNE, FL · CRD#

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".

FF

FLAVIN FINANCIAL SERVICES, INC.

FLAVIN FINANCIAL SERVICES, INC. | FLAVIN, NOONEY & PERSON, CPA WEALTH ADVISORS

CRD#: 144473 / SEC#: 801-129689

RIA

Registered Investment Advisory firm - SEC (3/19/2024 Approved)

Florida

Registered Investment Advisory firm - Florida (4/3/2024 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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.

IAR

Florida
(8/1/2022)

IAR

Texas
(3/5/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

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KREHBIEL FINANCIAL LLC

SATELLITE BEACH, FL · CRD#

J.W. COLE FINANCIAL, INC.

MELBOURNE, FL · CRD#

CRS (Customer Relationship Summary)

CRS (Client Relationship Summary) - RIA

Click below to view Matthew Aaron Treskovich's CRS (Customer Relationship Summary).

Similar Advisors

KREHBIEL FINANCIAL LLC

SATELLITE BEACH, FL · CRD#

J.W. COLE FINANCIAL, INC.

MELBOURNE, FL · CRD#