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Matthew James Neal

Motiv8 Investments LLC

Port St Lucie, FL

St Louis Park, MN

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Current Employers
Motiv8 Investments Llc

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

Current Registrations

AuthorityCategoryStatusDate
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
OrganizationCityStateFromTo
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
CodeExamDate
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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Other Offices

IFG ADVISORY, LLC · Port St Lucie, FL
LPL FINANCIAL LLC · PORT SAINT LUCIE, FL
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · PORT SAINT LUCIE, FL
AMERITAS ADVISORY SERVICES, LLC · PORT ST LUCIE, FL
THRIVENT INVESTMENT MANAGEMENT INC. · Port St Lucie, FL
BANKERS LIFE ADVISORY SERVICES, INC. · PORT ST LUCIE, FL
BANKERS LIFE ADVISORY SERVICES, INC. · Port St Lucie, FL
OSAIC WEALTH, INC. · Port St Lucie, FL

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