Matthew Stuart Phillips
Investment adviser representative at K2 Financial Inc.
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$191.6MFirm assets
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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
11 years in the industry.
- K2 Financial Inc.Apr 2019 to now
- Lincoln Investment LLCSep 2017 to now
- Legend Advisory LLCSep 2017 to Sep 2019
- Various Insurance Carriers for W&r Insurance AgenciesJul 2016 to Sep 2017
- Waddell & Reed IncDec 2015 to Sep 2017
- LyftJan 2015 to Feb 2017
- UberJan 2015 to Feb 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2016
State registrations
Registered as an investment adviser representative in 1 state (CA).
K2 Financial Inc.
$191.6MAssets managed
393Clients
8Advisers
5 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
- 5299441
- Firm CRD
- 300913