Matthew John Lemen

Employer firm

Arkadios Wealth Advisors CRD 288863

$8.79B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting

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

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

Current Employers

Employment History

• 05/2012 → 02/2021
  Northwestern Mutual Life Insurance Company
  Milwaukee, WI
• 03/2013 → 02/2021
  Northwestern Mutual Investment Services, Llc
  Birmingham, AL
• 01/2016 → 02/2021
  Northwestern Mutual Wealth Management Company
  Milwaukee, WI
• 02/2021 → 12/2025
  Private Client Services
  Birmingham, AL
• 02/2021 → 12/2025
  Rfg Advisory, Llc Dba Lemzar Capital
  Birmingham, AL
• 01/2026 → Present
  Arkadios Wealth Advisors
  Atlanta, GA

Previous Registrations

• 2021-02-16 → 2026-01-21
  Rfg Advisory, Llc
  Birmingham, AL
  Vestavia Hills, AL
• 2015-02-04 → 2021-03-26
  Northwestern Mutual Investment Services, Llc
  Hoover, AL

Other Businesses

1) LEMZAR CAPITAL. 1 Metroplex Drive Suite 575, Birmingham, Alabama 35209. INVESTMENT ADVISOR DBA LEMZAR CAPITAL. FINANCIAL ADVISOR/INSURANCE AGENT. 160 HRS/MO; 160 DURING TRADING HRS. 2) LEMZAR CAPITAL/CAPITAS FINANCIAL/INSURANCE. 1 Metroplex Drive Suite 575, Birmingham, Alabama 35209. INSURANCE/LIFE HEALTH VARIABLE PRODUCTS. INSURANCE AGENT. 80 HRS/MO; 80 DURING TRADING HRS. 3) RFG ADVISORY. 1400 URBAN CENTER DRIVE, SUITE 475, VESTAVIA HILLS, AL 35242. RIA. 160 HRS/MO; 160 DURING TRADING HRS.

Exams

• S65 Uniform Investment Adviser Law Examination
  2015-01-29
• S63 Uniform Securities Agent State Law Examination
  2013-07-11

Other Names

• Matthew John Lemen
• Matthew J Lemen