Unclaimed Profile

Mark Rasmussen Matley

THE INSIGHT GROUP, INC.·SALT LAKE CITY, Utah

Series 6, Series 7, Series 22, Series 63, Series 65Clean record33 years registeredTHE INSIGHT GROUP, INC.

3115 E. LION LANE, SALT LAKE CITY, UT 84121CRD# 1877740Firm CRD# 117936

Profile Verification

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

Identity

Mark Rasmussen Matley · SALT LAKE CITY, UT

Registration

CRD #1877740 · THE INSIGHT GROUP, INC. · 33 years registered

Brand Profile

Not yet started

Career History

EP WEALTH ADVISORS

Oct 2020 – present

FINANCIAL INSIGHT CENTER

May 2010 – Oct 2020

SALT LAKE CITY, UT

FIC-BOISE, LLC

Jan 2010 – May 2012

SALT LAKE CITY, UT

THE INSIGHT GROUP, INC.

Mar 1993 – Oct 2020

SALT LAKE CITY, UT

Registrations & Exams

FINRA examinations passed

Series 6

Series 7

Series 22

Series 63

Series 65

Registration record

First registered · March 31, 1993

Years registered · 33

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

THE INSIGHT GROUP, INC.

CRD 117936 · SEC 801-70424

AUM

$848M

Regulatory assets under management

Employees

1,772 client accounts

Services offered by THE INSIGHT GROUP, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at THE INSIGHT GROUP, INC. →

Introduction

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Frequently Asked Questions

What services does Mark Rasmussen Matley offer?

Mark Rasmussen Matley specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in SALT LAKE CITY, Utah for a consultation.

What are Mark Rasmussen Matley's credentials?

Mark Rasmussen Matley is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Mark Rasmussen Matley located?

Mark Rasmussen Matley is based in SALT LAKE CITY, Utah, working with THE INSIGHT GROUP, INC.. Their office serves clients in the SALT LAKE CITY metropolitan area and surrounding communities.

How does Mark Rasmussen Matley charge for services?

Mark Rasmussen Matley'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 THE INSIGHT GROUP, INC.?

THE INSIGHT GROUP, INC. has approximately 8 employees and manages $848M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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