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ML

Matthew A. Losse

FEFA FINANCIAL
Saint Louis, MO 63088
Some features on this profile are disabled
CRD#: 7495971
ML

Professional summary

Matthew Alexander Losse, who also goes by Matt Losse, Matthew Losse, is a registered financial advisor currently at FEFA FINANCIAL located in Saint Louis, Missouri.

Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Matthew has worked at 3 firms and has passed the Series 65, Series 63, Series 6TO and SIE exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Matt Losse | Matthew Losse

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew Alexander Losse'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

January 8, 2026 - Present

FEFA FINANCIAL

Office #1: 530 Vance Road, Saint Louis, MO 63088
RIA
CRD#: 324833
Saint Louis, MO
Past

February 18, 2025 - September 15, 2025

PROSPERITY CAPITAL ADVISORS

RIA
CRD#: 156480
St. Louis, MO
Past

February 28, 2022 - November 18, 2024

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

BD
CRD#: 2881
SAINT LOUIS, MO

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
FEFA FINANCIAL
FEFA ASSET MANAGEMENT LLC D/B/A FEFA FINANCIAL LLC | VCI WEALTH MANAGEMENT LLC | FEFA FINANCIAL LLC | FEFA FINANCIAL

CRD#: 324833 / SEC#: 801-127960

RIA
Registered Investment Advisory firm - (5/11/2023 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
Missouri
(1/8/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 2/10/2025
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 5/23/2022
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 6TO
Date: 2/27/2022
Investment Company Products/Variable Contracts Representative Examination
General Industry/Product Exam
RR
SIE
Date: 2/1/2022
Securities Industry Essentials Examination

Current Firm

FF
FEFA FINANCIAL
FEFA ASSET MANAGEMENT LLC D/B/A FEFA FINANCIAL LLC | VCI WEALTH MANAGEMENT LLC | FEFA FINANCIAL LLC | FEFA FINANCIAL

CRD#: 324833 / SEC#: 801-127960

RIA
Registered Investment Advisory firm - (5/11/2023 Approved)
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Contact information

Main Address
530 Vance Road, Saint Louis, MO 63088
Mailing Address
Phone number
(314) 530-0500
Established
Firm type
Fiscal year end
# of Employees
28

SEC notice filing (45 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A - VCI WEALTH MANAGEMENT LLC (2/6/2026)
WRAP FEE BROCHURE- VCI WEALTH MANAGEMENT LLC (2/6/2026)

Regulatory assets under management

Total Number of Accounts3,837
AUM (Assets Under Management)$ 435,258,041

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

FEFA FINANCIAL

CRD#: 324833Saint Louis, MO 63088

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