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Matthew Joseph Simpson

FI3 FINANCIAL ADVISORS, LLC·INDIANAPOLIS, Indiana
Series 65Clean record23 years registeredFI3 FINANCIAL ADVISORS, LLC
8900 KEYSTONE CROSSING, INDIANAPOLIS, IN 46240CRD# 4660424Firm CRD# 168005

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Matthew Joseph Simpson · INDIANAPOLIS, IN
Registration
CRD #4660424 · FI3 FINANCIAL ADVISORS, LLC · 23 years registered
Brand Profile
Not yet started
01

Career History

FI3 FINANCIAL ADVISORS, LLC
May 2016 – present
OXFORD FINANCIAL GROUP, LTD
Dec 2004 – May 2016
CARMEL, IN
ERNST & YOUNG INVESTMENT ADVISERS LLP
May 2003 – Sep 2004
INDIANAPOLIS, IN
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · May 1, 2003
Years registered · 23
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
FI3 FINANCIAL ADVISORS, LLC
CRD 168005 · SEC 801-113218
AUM
$792M
Regulatory assets under management
Employees
18
1,404 client accounts
Services offered by FI3 FINANCIAL ADVISORS, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at FI3 FINANCIAL ADVISORS, LLC →
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05

Frequently Asked Questions

What services does Matthew Joseph Simpson offer?
Matthew Joseph Simpson specializes in Financial Planning, Investment Management. Contact their office in INDIANAPOLIS, Indiana for a consultation.
What are Matthew Joseph Simpson's credentials?
Matthew Joseph Simpson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Matthew Joseph Simpson located?
Matthew Joseph Simpson is based in INDIANAPOLIS, Indiana, working with FI3 FINANCIAL ADVISORS, LLC. Their office serves clients in the INDIANAPOLIS metropolitan area and surrounding communities.
How does Matthew Joseph Simpson charge for services?
Matthew Joseph Simpson's firm is compensated through percentage of aum, subscription fees, other: percentage of client net worth. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is FI3 FINANCIAL ADVISORS, LLC?
FI3 FINANCIAL ADVISORS, LLC has approximately 18 employees and manages $792M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at FI3 FINANCIAL ADVISORS, LLC

Samuel David Muse
INDIANAPOLIS, IN
Ivan Douglas Hoffman
INDIANAPOLIS, IN

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