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Paladin Research Report For:

Matt Ebeling

Fort Vancouver Investment Management, LLC

CFP®
1601 Officers Row
Vancouver, WA 98661
360-823-0477

About Matt Ebeling

Matt has over twenty years helping clients prudently plan for their financial future and implement sound investment strategies. His wealth management career began in 2001 at First Independent Bank's trust department, where he was a securities specialist and portfolio manager. Prior to joining FVIM (2016), he spent nine years at Fisher Investments. There, he was an investment counselor for high-net-worth investors across the U.S.

Along with holding an MBA and a bachelor's degree in business management and marketing, Matt is a CERTIFIED FINANCIAL PLANNER and a NAPFA-registered financial advisor.

On a personal note, Matt is married to Kim and has three children: Jewels, Myah and Chase. The Ebelings have called Vancouver home since 2001 where they love exploring the many outdoor adventures the Pacific Northwest offers. They have had the privilege to build relationships with many refugee families that have come to Vancouver, coach little league baseball, and volunteer at Meals on Wheels.

See Disclosures

General Information

Firm Start Year
  • 2011
No. of Employees
  • 5-9
CRD#
  • 5382212
Firm CRD#
  • 157019
Name of Custodial Firm
  • Charles Schwab
Years of Experience in Financial Services
  • 22
Number of Years with Current Firm
  • 7
Work with the following types of clients
  • Individual Investors
Advisory Services Provided
  • Money Management, Wealth Management, Financial Advice & Consulting, Investment Advice & Management, Financial Planning, Portfolio Management, 401K Rollovers, Retirement Planning

Compliance

Registered Investment Advisor
  • Yes
Investment Advisor Representative
  • Yes
Acknowledged fiduciary
  • Yes
Compliance Disclosures in Last 5 years
  • I have a clean record
Criminal Disclosures in Last 5 years
  • I have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations
  • CFP®
Securities Licenses
  • Series 65

Firm Information

Assets Managed by Firm
  • $150,000,000

Compensation and Fees

Fee Structure
  • Fee-Only
Minimum Portfolio Size for New Managed Accounts
  • $500,000
Compensation Methods
  • Based on Assets
Additional Details on Charges
  • 1.1% per annum, up to $500,000 AUM. 0.9% per annum, $500,000 to $1 million AUM. 0.7% per annum for $1 million to $5 million AUM. 0.5% per annum for $5+ million AUM.

Disclosures

PaladinRegistry.com provides referrals to financial professionals. PaladinRegistry.com is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.

Additional Detailed Disclosures
https://www.paladinregistry.com/disclosure/1891354/paladinregistry-Fort-Vancouver-Investment-Management,-LLC-detailed-disclosure.html

Disclaimer

ADV Part 2
https://static.twentyoverten.com/5cae07d64e631d0ccfeb2700/MvZkdwos0P/Client-Relationship-Summary-05-17-2022.pdf

ADV Part 3
https://static.twentyoverten.com/5cae07d64e631d0ccfeb2700/MvZkdwos0P/Client-Relationship-Summary-05-17-2022.pdf

FVIM is a registered investment advisor with the Securities and Exchange Commission. FVIM may not transact business in states where it is not appropriately registered, excluded, or exempted from registration. Individualized responses to persons that involve either the effecting of transaction in securities or the rendering of personalized investment advice for compensation, will not be made without registration or exemption.