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Managing Director · Fi3 Financial Advisors, LLC

Matthew J. Simpson

CRD 4660424 · Named on Form ADV at one SEC-registered adviser

At a glance

Fi3 Financial Advisors, LLC, an SEC-registered wealth manager based in Indianapolis, IN with $1.1 billion in regulatory assets, lists Matthew J. Simpson on its Form ADV as Managing Director.

Firms and roles

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Matthew’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
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When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings (12)

7 more people named with Matthew on the same filings, with titles and firms. Free in Atlas with a free account.

See all 12 free

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Matthew’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.