Matthew J Peck
Investment adviser representative at Anderson Financial Strategies, LLC
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$402.1MFirm assets
Are you Matthew J Peck? Claim your profile
Contact this firm
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
10 years in the industry.
- Anderson Financial Strategies, LLCApr 2023 to now
- Alternativ WealthApr 2022 to Feb 2023
- Carillon AdvisorsApr 2021 to Apr 2022
- Wealthshield Partners, LLCAug 2020 to Jun 2021
- Hometown Food CompanyOct 2019 to May 2020
- Carnegie Investment CounselAug 2018 to Sep 2019
- Prolink StaffingFeb 2018 to May 2018
- The Waddington GroupMar 2017 to Feb 2018
- Ef HuttonOct 2016 to Dec 2016
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2018
State registrations
Registered as an investment adviser representative in 1 state (OH).
Anderson Financial Strategies, LLC
$402.1MAssets managed
230Clients
4Advisers
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
- 7013025
- Firm CRD
- 290343