Matthew Osypowski

KROEGER FINANCIAL PARTNERS

Grass Valley, CA 95945

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CRD#: 7487936

Professional summary

Matthew Osypowski is a registered financial advisor currently at KROEGER FINANCIAL PARTNERS located in Grass Valley, California.

Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Matthew has worked at 1 firm and has passed the Series 65 exam.

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.

Sierra Starlight Insurance Services. Sole proprietor. 13342 Banner Lava Cap Rd. Unit B, Nevada City, CA 95959. Independent health insurance sales. Started August 2020. Currently around 2 hours/week, none during security trading hours. Will be closing the business in the coming months, currently working on transferring existing clients to another agency.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew Osypowski'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®

None

Experience

Current

January 3, 2022 - Present

KROEGER FINANCIAL PARTNERS

Office #1: 12430 Nevada City Highway, Grass Valley, CA 95945

RIA

CRD#: 175113

Grass Valley, CA

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

California
(1/3/2022)

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Exams

State Security Law Exam

IAR

Series 65

Date: 12/8/2021

Uniform Investment Adviser Law Examination

Current Firm

KROEGER FINANCIAL PARTNERS

CRD#: 175113 / SEC#:

California

Registered Investment Advisory firm - (1/19/2016 Approved)

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Contact information

Main Address

12430 Nevada City Highway, Grass Valley, CA 95945

Mailing Address

Phone number

(530) 478-9734

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	322
AUM (Assets Under Management)	$ 89,259,968

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.

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Matthew Osypowski

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

KROEGER FINANCIAL PARTNERS

State Registrations and Notice Filings

Exams

Series 65

Date: 12/8/2021

Current Firm

KROEGER FINANCIAL PARTNERS

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

KROEGER FINANCIAL PARTNERS

TRUST BUT VERIFY

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