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Matthew Joel Teeple

TEEPLE WEALTH MANAGEMENT, LLC·BROWNSBURG, Indiana
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111 EAST MAIN STREET, BROWNSBURG, IN 46112CRD# 4827102Firm CRD# 147676
01

About

Matthew Joel Teeple is a registered financial advisor based in BROWNSBURG, Indiana, affiliated with TEEPLE WEALTH MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
TEEPLE WEALTH MANAGEMENT, LLC
TEEPLE SNYDER NEWSOME WEALTH MANAGEMENT
AUM
$170M
Regulatory assets under management
Employees
11
Total firm employees
View all advisors at TEEPLE WEALTH MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Market timing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4827102
Firm CRD# 147676
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Matthew Joel Teeple offer?
Matthew Joel Teeple specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in BROWNSBURG, Indiana for a consultation.
What are Matthew Joel Teeple's credentials?
Matthew Joel Teeple is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Matthew Joel Teeple located?
Matthew Joel Teeple is based in BROWNSBURG, Indiana, working with TEEPLE WEALTH MANAGEMENT, LLC. Their office serves clients in the BROWNSBURG metropolitan area and surrounding communities.
How does Matthew Joel Teeple charge for services?
Matthew Joel Teeple's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is TEEPLE WEALTH MANAGEMENT, LLC?
TEEPLE WEALTH MANAGEMENT, LLC has approximately 11 employees and manages $170M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in BROWNSBURG
Matthew Tyler Snyder — TEEPLE WEALTH MANAGEMENT, LLCKimberly Rene' Newsome — TEEPLE WEALTH MANAGEMENT, LLCTimothy Alan Dukeman — TEEPLE WEALTH MANAGEMENT, LLC
Nearby cities in Indiana
INDIANAPOLIS (397)CARMEL (128)FORT WAYNE (127)EVANSVILLE (41)SOUTH BEND (37)
City Guides
INDIANAPOLIS GuideCARMEL GuideFORT WAYNE GuideEVANSVILLE GuideSOUTH BEND Guide
Research
Advisor Fees in IndianaNational Fee Analysis
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