Inactive

Matthew James Neal

Motiv8 Investments LLC

Port St Lucie, FL

St Louis Park, MN

CRD 6308895

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Employer firm

Motiv8 Investments LLC CRD 285560

$219M regulatory AUM 35 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)

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

Current Employers

Motiv8 Investments Llc

542 Nw University Blvd Suite B101, Port St Lucie, FL 34986 • United States

Current Registrations

Authority	Category	Status	Date
MN	RA	APPROVED	2026-06-12

MN RA
APPROVED

Since 2026-06-12

Branch Locations

542 Nw University Blvd Suite B101, Port St Lucie, FL 34986 • United States

4021 Vernon Avenue South Suite 208, St Louis Park, MN 55416 • 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

Organization	City	State	From	To
Kay Stienessen Cpa	St. Louis Park	MN	01/2016	Present
Excelsior Financial Group	Minneapolis	MN	01/2015	Present

01/2016 → Present

Kay Stienessen Cpa

St. Louis Park, MN
01/2015 → Present

Excelsior Financial Group

Minneapolis, MN

Other Businesses

Tax Preparation Podcast.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2026-06-12

S65 Uniform Investment Adviser Law Examination

2026-06-12

Other Names

Matthew J Neal

View on SEC IAPD

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Nearby Investors

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Nearby Offices

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