Matthew Luke Scanlon

Employer firm

Independent Financial Group, LLC CRD 7717

$12.9B regulatory AUM 301 advisory clients

Reported services (Item 5G)

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

• 12/2008 → 06/2023
  Arque Capital, Ltd.
  Phoenix, AZ
• 06/2023 → Present
  Independent Financial Group, Llc
  Phoenix, AZ

Previous Registrations

• 2016-06-09 → 2023-06-16
  Arque Capital, Ltd.
  Scottsdale, AZ
  Phoenix, AZ
  Scottsdale, AZ

Other Businesses

CHAMPION FINANCIAL ADVISORS POSITION: Officer/Director NATURE: DBA Name for Marketing Purposes Only INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 2 START DATE: 07/16/2024 ADDRESS: 6991 E Camelback Road, Suite D-300, Scottsdale AZ 85251, United States DESCRIPTION: Marketing services.

Exams

• S66 Uniform Combined State Law Examination
  2008-07-18
• S63 Uniform Securities Agent State Law Examination
  1993-01-20

Other Names

• Matthew Scanlon