Matthew Paul Rose
Investment adviser representative at Invicta Financial Group
12 yearsExperience
1 stateRegistered in
CFP® certification, ChFC®Designations
$371.1MFirm 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 assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
Experience
12 years in the industry.
- Invicta Financial GroupJul 2026 to now
- First Command Advisory ServicesDec 2015 to Jun 2026
- First Command Financial Planning, Inc.Jun 2014 to Jun 2026
- First Command Insurance Services, Inc.Jun 2014 to Jun 2026
Designations
- CFP® certification
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law2010
- Series 65 · Uniform Investment Adviser Law2014
State registrations
Registered as an investment adviser representative in 1 state (CA).
Invicta Financial Group
Legal name: Bdt & Associates, Inc.
$371.1MAssets managed
477Clients
13Advisers
6 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
- 5773208
- Firm CRD
- 288008