Matthew Robert Kindley
Investment adviser representative at Sjhl Financial Group
11 yearsExperience
1 stateRegistered in
$174.5MFirm assets
4 yearsFirm in business
Are you Matthew Robert Kindley? 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 assetsFixed 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
11 years in the industry.
- Sjhl Financial GroupOct 2025 to now
- Sjhl Financial Services, LLCJun 2025 to now
- Cornerstone UniversityAug 2024 to Dec 2024
- Nagel Cpa's, LLCMay 2024 to Aug 2024
- Bohannan Houston, Inc.Jun 2023 to Aug 2023
- Trost Financial Consulting, LLCMay 2023 to Jul 2023
- Lowes Home ImprovementMay 2022 to Jul 2022
- Turning Point Strength and ConditioningApr 2021 to May 2021
- StudentOct 2015 to Jun 2025
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (NM).
Sjhl Financial Group
Legal name: Sjhl Financial Services, LLC
$174.5MAssets managed
385Clients
12Advisers
4 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
- 7723414
- Firm CRD
- 285946