Matt John Milosevich

Employer firm

Alphastar Capital Management CRD 157423

$2.50B regulatory AUM 28 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• Educational seminars
• SUB-ADVISORY SERVICES

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

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

Current Employers

Employment History

• 01/2019 → 10/2024
  Independent Wealth Management
  Peoria, AZ
• 01/2016 → 01/2019
  Fidelity And Guaranty Life
  Des Moines, IA
• 10/2024 → Present
  Hpy Financial Solutions
  Surprise, AZ
• 10/2024 → 02/2026
  Advisory Alpha
  Holland, MI
• 05/2013 → 12/2018
  Financial Independence Group
  Scottsdale, AZ
• 02/2026 → Present
  Alphastar Capital Management
  Cornelius, NC

Previous Registrations

• 2025-01-30 → 2026-03-04
  Advisory Alpha, Llc
  Holland, MI
  Surprise, AZ
• 2007-09-27 → 2009-01-20
  Ubs Financial Services Inc.
  Kansas City, MO
• 2003-09-10 → 2007-09-25
  Pruco Securities, Llc.
  Overland Park, KS
  St. Louis, MO

Other Businesses

1) HPY Financial Solutions; Investment Related; 15331 W. Bell Rd. Suite 212 Surprise AZ 85374; Financial services; Owner and Financial Advisor; 11/18/2024; 160 hours/month; 160 hours/month; Provides financial, consulting, and life insurance services to clients. 2) HPY Financial Solutions; Investment Related; 15331 W. Bell Rd. Suite 212 Surprise AZ 85374; life Insurance Sales; Owner and Agent; 11/18/2024; 40 hours/month; 40 hours/month; sale of life insurance products to clients.

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-10-21
• S66 Uniform Combined State Law Examination
  2003-03-27

Other Names

• Matt John Milosevich
• Milo Milosevich