Matt Rehberg

Employer firm

Merrill Lynch, Pierce, Fenner & Smith Incorporated CRD 7691

$1.78T regulatory AUM 16,844 advisory clients

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars
• PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/1999 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Omaha, NE
• 05/2017 → Present
  Bank Of America, N.A.
  Omaha, NE

Other Businesses

(I)NON-PROFIT ORGANIZATION CREIGHTON UNIVERSITY COLLEGE OF BUSINESS OMAHA, NEBRASKA PAID INDUSTRY: YES HOURS DEVOTED: 80 START DATE: 8/30/2011 POSITION: TEACHER DUTIES: TEACH FINANCIAL PLANNING COURSE TO UNDERGRAD AND MBA STUDENTS I*53830 FOR PROFIT OR NOT FOR PROFIT: NON-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: CREIGHTON UNIVERSITY COLLEGE OF BUSINESS INVESTMENT RELATED: N ADDRESS OF BUSINESS: OMAHA, NEBRASKA 68178 NATURE OF BUSINESS: OTHER, UNIVERSITY POSITION, TITLE, ASSOCIATION: OTHER, TEACHING START DATE OF RELATIONSHIP: 8/30/2011 NUMBER OF HOURS DEVOTED: 80 HOUR(S) ANNUALLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: TEACH FINANCIAL PLANNING COURSE TO UNDERGRAD AND MBA STUDENTS I*5111276, Entity Type: , Name of OBA: F K, Address: Omaha, Nebraska, 68154, Investment Related: N, Position, Title, Association: Executor, Employee Start Date: 07/27/2026, No Hours: 1 Weekly, No Hours during Trading: 1 Weekly, Duties: I*5117293, Entity Type: , Name of OBA: M A R EXEC EST OF F F. K, Address: omaha, Nebraska, 68154, Investment Related: N, Position, Title, Association: Executor, Employee Start Date: 07/28/2026, No Hours: 1 Yearly, No Hours during Trading: 1 Yearly, Duties:

Exams

• S66 Uniform Combined State Law Examination
  2000-01-10

Other Names

• Matthew Addison Rehberg