Matthew Michael Paul
Investment adviser representative at Richard W. Paul & Associates, LLC
9 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$372.8MFirm 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 feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
9 years in the industry.
- Richard W. Paul & Associates, LLCApr 2011 to now
- Midwest Financial ConsultantsMay 2010 to now
- J.W. Cole Financial, Inc.Apr 2019 to Dec 2019
- G.F. Investment Services, LLCOct 2015 to Apr 2019
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2015
State registrations
Registered as an investment adviser representative in 1 state (MI).
Richard W. Paul & Associates, LLC
$372.8MAssets managed
674Clients
7Advisers
7 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
- 6396006
- Firm CRD
- 156812