Mathew A. Park
Investment adviser representative at Strategic Planning Group
18 yearsExperience
2 statesRegistered in
$910.3MFirm assets
8 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 feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
18 years in the industry.
- Strategic Planning GroupJul 2024 to now
- Seven Multi-site SolutionsNov 2022 to Jul 2024
- Coolsys - Refrigeration & Hvac SystemsMay 2020 to Nov 2022
- Luxbuilt LLCJan 2017 to Feb 2025
- Comfort Systems USA (intermountain), Inc.Feb 2008 to May 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 2 states (TX, UT).
Strategic Planning Group
Legal name: Strategic Planning Group, LLC
$910.3MAssets managed
1,622Clients
8Advisers
8 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
- 8073097
- Firm CRD
- 113844