Matthew Benjamin Rowley

Employer firm

Coppell Advisory Solutions LLC CRD 156549

$1.10B regulatory AUM 15 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers

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

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

Current Employers

Employment History

• 07/2020 → 07/2021
  Gibbs Wealth Management, Llc
  Alpharetta, GA
• 01/2020 → Present
  Freedom Retirement Services, Llc
  Meridian, ID
• 10/2017 → 12/2019
  Freedom Financial & Life, Llc
  Meridian, ID
• 11/2016 → 10/2017
  Proofpoint
  Draper, UT
• 01/2012 → 01/2020
  United States Air Force
  Washington, DC
• 12/2020 → 07/2021
  Visionary Wealth Management, Llc
  Alpharetta, GA
• 03/2016 → 05/2017
  Fire Eye
  Draper, UT
• 08/2021 → 12/2023
  Foundations Investment Advisors, Llc
  Phoenix, AZ
• 12/2023 → Present
  Coppell Advisory Solutions Llc
  Coppell, TX

Previous Registrations

• 2021-08-03 → 2023-12-01
  Foundations Investment Advisors Llc
  Phoenix, AZ
  Meridian, ID
• 2020-07-17 → 2021-07-22
  Gibbs Wealth Management, Llc
  Meridian, ID
  Alpharetta, GA
• 2021-04-20 → 2021-07-14
  Visionary Wealth Management, Llc
  Meridian, ID
  Alpharetta, GA
  Reno, NV

Other Businesses

FREEDOM RETIREMENT SERVICES, LLC; INVESTMENT RELATED; OWNER/INSURANCE AGENT; INSURANCE SALES AND SERVICES; START: 01/2020; APPROXIMATELY 160 HOURS PER MONTH SPENT IN THIS PRACTICE.

Exams

• S65 Uniform Investment Adviser Law Examination
  2020-06-08

Other Names

• Matt Rowley