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Madison, WI • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-11-15 |
| WI | RA | APPROVED | 2021-06-04 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Thrivent Investment Management Inc | Madison | WI | 01/2016 | 05/2017 |
| Thrivent Financial | Appleton | WI | 05/2016 | 05/2017 |
| Irvine Wealth Planning Strategies | Corning | NY | 05/2018 | 06/2019 |
| Trinity Financial Planning | Madison | WI | 06/2017 | 01/2018 |
| Next Step Planning Co | Dallas | TX | 01/2018 | 01/2020 |
| Guiding Wealth Management Llc | Dallas | TX | 08/2019 | 05/2021 |
| Matt Fizell, Llc | Richardson | TX | 11/2019 | 06/2021 |
| Harmony Outsourcing Services | Middleton | WI | 04/2021 | Present |
| Harmony Wealth L.L.C. | Middleton | WI | 04/2021 | Present |
| Contributing Author (No Company) | Middleton | WI | 10/2021 | Present |
| New Planner Collective Llc | Madison | WI | 03/2023 | Present |
Matthew Fizell is currently a contributing author for Financial Planning related books. This activity accounts for less than 10% of his time. Matthew Fizell is currently employed as co-owner of New Planner Collective LLC. This activity is solely for providing educational content to new or aspiring Financial Planners, and is not soliciting prospective clients of Harmony Wealth. This activity accounts for less than 10% of his time. Matthew Fizell is currently employed as the Owner, Lead Paraplanner at Harmony Outsourcing Services LLC. This also includes educational content production via a podcast. This information is solely for informational, educational, or entertainment purposes. This activity accounts for approximately 10% of his time.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-03-03 |
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