Matthew Dowd Hale
Investment adviser representative at Make the Memory Financial Planning
16 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$8.8MFirm 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
Experience
16 years in the industry.
- Make the Memory Financial PlanningJun 2024 to now
- Magellan FederalAug 2023 to Mar 2025
- Zeiders EnterprisesJan 2023 to Aug 2023
- Ascend LearningSep 2022 to Jun 2023
- Origin FinancialJul 2022 to Jan 2023
- Facet WealthJul 2019 to May 2022
- Pinnacle Boys Lacrosse ClubJan 2019 to May 2019
- Arizona La Crosse ClubJan 2017 to May 2019
- Vallet WasteJan 2017 to Feb 2018
- AppenAug 2016 to Nov 2016
- Self EmployedMay 2015 to Jun 2018
- VanguardMay 2010 to Jul 2019
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2010
- Series 65 · Uniform Investment Adviser Law2015
State registrations
Registered as an investment adviser representative in 1 state (TX).
Make the Memory Financial Planning
Legal name: Make the Memory Financial Planning, LLC
$8.8MAssets managed
38Clients
2Advisers
2 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
- 5790390
- Firm CRD
- 331666