Matthew Osypowski

Employer firm

Kroeger Financial Partners CRD 175113

$111M regulatory AUM 10 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• TAX PREPARATION

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

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

Current Employers

Employment History

• 10/2015 → 06/2020
  Golden Era Lounge
  Nevada City, CA
• 08/2020 → 12/2021
  Sierra Starlight Insurance Services
  Nevada City, CA
• 02/2021 → Present
  Kroeger Financial Partners
  Grass Valley, CA
• 02/2021 → Present
  Kroeger Financial Partners
  Grass Valley, CA
• 07/2024 → Present
  Kroeger Financial Partners
  Grass Valley, CA

Other Businesses

Sierra Roots; whether the business is investment-related: No; PO Box 2086, Nevada City, CA 95959; the nature of the other business: Direct support for the unhoused community, 501c3; your position: Treasurer (volunteer); the start date of your relationship: December 17, 2025; the approximate number of hours/month you devote to the other business: 8; the number of hours you devote to the other business during securities trading hours: 0; and briefly describe your duties relating to the other business: Review COO financial reports. Handle bill payments, deposit donations, serve as voting member of the Board

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-12-08

Designations

• Certified Financial Planner