Matthew Joel Teeple
Investment adviser representative at Teeple Snyder Newsome Wealth & Tax Management
18 yearsExperience
2 statesRegistered in
$287MFirm assets
4 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
18 years in the industry.
- Teeple Snyder Newsome Wealth & Tax ManagementJul 2008 to now
- Teeple Wealth ManagementMay 2008 to now
Exams passed
- Series 66 · Uniform Combined State Law2004
State registrations
Registered as an investment adviser representative in 2 states (IN, TX).
Teeple Snyder Newsome Wealth & Tax Management
Legal name: Teeple Wealth Management, LLC
$287MAssets managed
606Clients
12Advisers
4 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4827102
- Firm CRD
- 147676