Matthew Ernest Steffensmeier
Investment adviser representative at Coppell Advisory Solutions LLC
10 yearsExperience
1 stateRegistered in
$1.1BFirm assets
15 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Coppell Advisory Solutions LLCMay 2026 to now
- Coppell Advisor Solutions LLCMay 2026 to now
- Stephens PlanningAug 2024 to May 2026
- Vantage Point FinancialMay 2024 to Aug 2024
- UnemployedSep 2023 to Apr 2024
- DupontMay 2023 to Aug 2023
- UnemployedAug 2022 to May 2023
- DupontMay 2022 to Aug 2022
- UnemployedApr 2016 to Apr 2022
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (IL).
Coppell Advisory Solutions LLC
Legal name: Fusion Investment Advisors LLC
$1.1BAssets managed
8,850Clients
82Advisers
15 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
- 7963066
- Firm CRD
- 156549