MattEbeling- Financial Advisor Vancouver, WA

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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

CRD#

5382212

Firm CRD#

157019

Name of Custodial Firm

Charles Schwab

Years of Experience in Financial Services

Number of Years with Current Firm

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

Investment Advisor Representative

Acknowledged fiduciary

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

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

Disclaimer

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ADV Part 3
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Paladin Research Report For:

Matt Ebeling

Fort Vancouver Investment Management, LLC