Matthew Lee Evans

Employer firm

Rpg Family Wealth Advisory, LLC CRD 158528

$701M regulatory AUM

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

• 11/2020 → Present
  Solae Group, Llc
  Wentzville, MO
• 03/2023 → Present
  Mortgage Free Life, Llc
  Wentzville, MO
• 05/1999 → 11/2021
  First Heartland Capital
  Lake St. Louis, MO
• 09/2023 → Present
  Rpg Family Wealth Advisors, Llc D/B/A The Innovative Group
  Wentzville, MO

Previous Registrations

• 2023-04-07 → 2023-07-26
  Msl Advisors, Llc
  Wentzville, MO
• 2021-11-09 → 2023-05-05
  Bison Wealth, Llc
  Lake St. Louis, MO
• 2001-07-16 → 2021-11-08
  First Heartland Consultants, Inc.
  Lake Saint Louis, MO

Other Businesses

1. Solae Group, LLC; Wentzville, MO; Owner/Insurance Agent since 11/2021; investment related; sales of insurance products; 80 hrs/mo 2. Mortgage Free Life, LLC; Wentzville, MO; Owner/Insurance Agent since 01/2023; investment related; sales of insurance products; 80 hrs/mo 3. DBA; The Innovative Group; At Reported Business Location; Registered Investment Advisor DBA; IAR; 09/15/2023 4. Mortgage Free Life, LLC; 510 W Pearce Blvd Wentzville MO 63385; Owner since 01/2024; Not Investment Related; Fixed Life and Annuities; Train and recruit agents; Start date with business: 2024-01-01; Hours per month devoted to business during trading hours: 4; Hours per month devoted to business outside trading hours: 2; Percentage of total yearly compensation expected to be derived from the business: 70; Website address for the organization: mortgagefreelife.com.

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-12-16
• S63 Uniform Securities Agent State Law Examination
  1999-07-14

Other Names

• Matt Evans