Mathew William Roper

Current Employers

Employment History

• 01/2009 → Present
  Lincoln Investment Planning, Inc.
  Renton, WA
• 01/2004 → Present
  Shelgren Financial Group, Inc.
  Renton, WA

Previous Registrations

• 2004-01-19 → 2009-07-29
  Shelgren Financial Group, Inc.
  Renton, WA

Other Businesses

INSURANCE POSITION: CFP NATURE: INSURANCE INVESTMENT RELATED: YES NUMBER OF HOURS: 0 INVESTMENT RELATED HOURS: 0 START DATE: 01/01/2008 ADDRESS: 3900 E. VALLEY ROAD, SUITE 202, RENTON WA 98057 DESCRIPTION: We write term life insurance using Carrol & Associates as the insurance broker. I believe all of the commissions now flow through Lincoln, but I have received small commission statements in the past directly from the insurance company. SAGIENT FINANCIAL GROUP LLC POSITION: Owner NATURE: Tax & Accounting Purposes INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2023 ADDRESS: 20901 SE 232nd St, Maple Valley WA 98038, United States DESCRIPTION: I run commissions through my LLC to be taxed as an S corporation. I do not hold the LLC out for business purposes. RSA 405 LLC  Position: Member Nature: Holding our new lease to begin 4/1/2026 Investment Related: No Hours: 2 Securities Trading Hours: 0 Start Date: 10/14/2025 Address: 3900 E. Valley Road # 202  Renton, Washington  98057 Description: Make sure required filings are done. Tremper & Roper  Position: Agent Nature: Insurance (fixed annuity) products Investment Related: Yes Hours: 1 Securities Trading Hours: 1 Start Date: 6/8/2026 Address: 900 SW 16th St, Suite 215 Renton, Washington 98057 Description: Meeting with clients to assess insurance needs. Recommending and writing fixed annuity contracts with approved insurance carriers outside the Lincoln platform. Completing suitability and servicing contracts 

Exams

• S65 Uniform Investment Adviser Law Examination
  2004-01-15
• S66 Uniform Combined State Law Examination
  1998-10-20