Matthew Joel Teeple

Employer firm

Teeple Snyder Newsome Wealth & Tax Management CRD 147676

$287M regulatory AUM 2 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

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

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

Current Employers

Employment History

• 05/2008 → Present
  Teeple Wealth Management
  Indianapolis, IN

Previous Registrations

• 2004-09-23 → 2006-09-27
  A. G. Edwards & Sons, Inc.
  Indianapolis, IN
  Indianapolis, IN

Other Businesses

1. RRG Rockhouse LLC; No; Campton, KY; Minority-Owner; 04/2022; 0/MO; 0/MO 2. Rockhouse Rentals; No; Campton, KY; Minority-Owner; 04/2022; 0/MO; 0/MO 3. Diamond Maps; No; Indiana; Minority-Owner; 01/2021; 0/MO; 0/MO 4. Rentals; No; Kentucky; Minority-Owner; 12/2019; 0/MO; 0/MO

Exams

• S66 Uniform Combined State Law Examination
  2004-09-22