Matthew Logan Larochelle
Investment adviser representative at Bankplus Wealth Advisors
14 yearsExperience
2 statesRegistered in
$263.8MFirm assets
5 yearsFirm in business
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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.
- Portfolio management
Experience
14 years in the industry.
- Bankplus Wealth AdvisorsMay 2022 to now
- BankplusJul 2021 to now
- United States Coast Guard ReserveJun 2012 to now
- First Command Advisory Services, Inc.Sep 2019 to Jul 2021
- First Command Financial Planning, Inc.Sep 2019 to Jul 2021
- First Command Insurance Services, Inc.Sep 2019 to Jul 2021
- First CommandJan 2019 to Sep 2019
- Dept. of the Air ForceJun 2018 to Sep 2019
- Americorps VistaMay 2016 to Jun 2018
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 2 states (MS, TX).
Bankplus Wealth Advisors
Legal name: Bankplus Wealth Management, LLC
$263.8MAssets managed
645Clients
16Advisers
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
- 7058520
- Firm CRD
- 152588