Unclaimed Profile

Matthew Fleck

AXIA ADVISORY CORP·INDIANAPOLIS, Indiana

Series 7, Series 66Clean record20 years registeredAXIA ADVISORY CORP

20 E. 91ST ST, INDIANAPOLIS, IN 46240CRD# 4900870Firm CRD# 107571

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Matthew Fleck · INDIANAPOLIS, IN

Registration

CRD #4900870 · AXIA ADVISORY CORP · 20 years registered

Brand Profile

Not yet started

Career History

MMA SECURITIES LLC

Oct 2025 – present

MJ RETIREMENT

Mar 2019 – Oct 2025

CARMEL, IN

AXIA ADVISORY

Jun 2009 – Mar 2019

INDIANAPOLIS, IN

NRP ADVISORS, INC.

Mar 2008 – Feb 2009

INDIANAPOLIS, IN

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Mar 2006 – Mar 2008

INDIANAPOLIS, IN

Registrations & Exams

FINRA examinations passed

Series 7

Series 66

Registration record

First registered · March 17, 2006

Years registered · 20

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

AXIA ADVISORY CORP

CRD 107571 · SEC 801-42110

AUM

$1.5B

Regulatory assets under management

Employees

181 client accounts

Services offered by AXIA ADVISORY CORP

Per Form ADV

Financial planning

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at AXIA ADVISORY CORP →

Introduction

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Frequently Asked Questions

What services does Matthew Fleck offer?

Matthew Fleck specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in INDIANAPOLIS, Indiana for a consultation.

What are Matthew Fleck's credentials?

Matthew Fleck is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Matthew Fleck located?

Matthew Fleck is based in INDIANAPOLIS, Indiana, working with AXIA ADVISORY CORP. Their office serves clients in the INDIANAPOLIS metropolitan area and surrounding communities.

How does Matthew Fleck charge for services?

Matthew Fleck'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 AXIA ADVISORY CORP?

AXIA ADVISORY CORP has approximately 6 employees and manages $1.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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