Matthew J Wiegele
Investment adviser representative at Navy Federal Investment Services, LLC
13 yearsExperience
13 statesRegistered in
ChFC®Designation
$2.1BFirm 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
13 years in the industry.
- Navy Federal Financial Group, LLCMay 2013 to now
- Navy Federal Investment Services, LLCMay 2013 to now
- Navy Federal Asset Management, LLCNov 2014 to Jan 2017
Designations
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law2013
- Series 66 · Uniform Combined State Law2014
State registrations
Registered as an investment adviser representative in 13 states (AL, AR, AZ, CA, CO, FL, HI, IL, NC, NV, OR, SC, TX).
Navy Federal Investment Services, LLC
$2.1BAssets managed
7,424Clients
160Advisers
19 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
- 6204202
- Firm CRD
- 138459