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Matthew Ebeling

FORT VANCOUVER INVESTMENT MANAGEMENT, LLC·VANCOUVER, Washington
Series 65Clean record19 years registeredFORT VANCOUVER INVESTMENT MANAGEMENT, LLC
1601 OFFICERS ROW, VANCOUVER, WA 98661CRD# 5382212Firm CRD# 157019

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Matthew Ebeling · VANCOUVER, WA
Registration
CRD #5382212 · FORT VANCOUVER INVESTMENT MANAGEMENT, LLC · 19 years registered
Brand Profile
Not yet started
01

Career History

Jul 2007 – May 2016
CAMAS, WA
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · July 17, 2007
Years registered · 19
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
FORT VANCOUVER INVESTMENT MANAGEMENT, LLC
CRD 157019 · SEC 801-112403
AUM
$166M
Regulatory assets under management
Employees
4
516 client accounts
Services offered by FORT VANCOUVER INVESTMENT MANAGEMENT, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
Introduction

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05

Frequently Asked Questions

What services does Matthew Ebeling offer?
Matthew Ebeling specializes in Financial Planning, Investment Management. Contact their office in VANCOUVER, Washington for a consultation.
What are Matthew Ebeling's credentials?
Matthew Ebeling is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Matthew Ebeling located?
Matthew Ebeling is based in VANCOUVER, Washington, working with FORT VANCOUVER INVESTMENT MANAGEMENT, LLC. Their office serves clients in the VANCOUVER metropolitan area and surrounding communities.
How does Matthew Ebeling charge for services?
Matthew Ebeling's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is FORT VANCOUVER INVESTMENT MANAGEMENT, LLC?
FORT VANCOUVER INVESTMENT MANAGEMENT, LLC has approximately 4 employees and manages $166M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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