Frederick Albert Matthes
Investment adviser representative at Sycamore Financial Group
12 yearsExperience
1 stateRegistered in
$787.4MFirm assets
22 yearsFirm in business
Are you Frederick Albert Matthes? 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
12 years in the industry.
- Sycamore Financial GroupJan 2026 to now
- Sycamore FinancialNov 2025 to now
- University of Illinois Champaign-urbana Gies School of BusinessJan 2025 to now
- Careerwise USAOct 2022 to Oct 2025
- Amazon IncJul 2021 to Feb 2023
- Matthes DentalMay 2017 to Dec 2021
- The Correspondent - Indiana University Kokomo Student NewspaperJun 2015 to Jun 2017
- Indiana UniversityAug 2014 to May 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (IN).
Sycamore Financial Group
Legal name: Sycamore Financial Group, Inc.
$787.4MAssets managed
1,146Clients
4Advisers
22 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
- 8188757
- Firm CRD
- 14143