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Matthew Jay Moylan

Independent Financial Group, LLC

Elm Grove, WI

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Current Employers
Independent Financial Group, Llc

12671 High Bluff Dr Suite 200, San Diego, CA 92130 • United States

Current Registrations

AuthorityCategoryStatusDate
WI RA APPROVED 2025-04-01
  • WI RA
    APPROVED
    Since 2025-04-01

Branch Locations

500 Elm Grove Rd. Ste. 100, Elm Grove, WI 53122 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Regency Wealth Partners Elm Grove WI 06/2020 Present
Independent Financial Group, Llc Pewaukee WI 09/2020 Present
Pewaukee School District Pewaukee WI 05/2019 06/2020
Eau Claire School District Eau Claire WI 08/2017 05/2019
Wauesha Parks, Recreation & Forestry Waukesha WI 05/2008 08/2019
Regency Wealth Partners Elm Grove WI 06/2020 Present
  • 06/2020 → Present
    Regency Wealth Partners
    Elm Grove, WI
  • 09/2020 → Present
    Independent Financial Group, Llc
    Pewaukee, WI
  • 05/2019 → 06/2020
    Pewaukee School District
    Pewaukee, WI
  • 08/2017 → 05/2019
    Eau Claire School District
    Eau Claire, WI
  • 05/2008 → 08/2019
    Wauesha Parks, Recreation & Forestry
    Waukesha, WI
  • 06/2020 → Present
    Regency Wealth Partners
    Elm Grove, WI
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-03-31
  • S66 Uniform Combined State Law Examination
    2025-03-31

View on SEC IAPD

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Other Investors

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Joshua Thomas Nett
ROBERT PAUL TEOFILO
ALLEN RICHARD DEARING
John Gerard Sobiech
GERALD THOMAS GAMBATESE
TIMOTHY A GAMBATESE

Other Offices

LPL FINANCIAL LLC · ELM GROVE, WI
GTG WEALTH MANAGEMENT, LLC · ELM GROVE, WI
EDWARD JONES · Elm Grove, WI
HARBOUR INVESTMENTS, INC. · Elm Grove, WI
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC · Elm Grove, WI
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · ELM GROVE, WI
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Elm Grove, WI
REVIEW SERVICES INC · BROOKFIELD, WI

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