Matthew Alexander Losse
Investment adviser representative at Fefa Financial
26 yearsExperience
1 stateRegistered in
$435.3MFirm assets
3 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
- Pension consulting
Experience
26 years in the industry.
- Fefa FinancialDec 2025 to now
- C2p Capital Advisory Group, LLC dba Prosperity Capital AdvisorsFeb 2025 to Sep 2025
- The Chamberlin Group (D.B.A. for Advisory Business)Jan 2025 to Sep 2025
- UnemployedNov 2024 to Feb 2025
- Northwestern Mutual Wealth Management CompanyJul 2022 to Nov 2024
- Northwestern Mutual Investment Services LLCFeb 2022 to Nov 2024
- Northwestern Mutual Life Insurance CompanyFeb 2022 to Nov 2024
- Colonial LifeDec 2021 to Jan 2022
- Opinions IncorporatedOct 1999 to Sep 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (MO).
Fefa Financial
Legal name: Vci Wealth Management LLC
$435.3MAssets managed
1,686Clients
22Advisers
3 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
- 7495971
- Firm CRD
- 324833