Matthew John Phillips
Investment adviser representative at Navigate Financial LLC
10 yearsExperience
1 stateRegistered in
$337.9MFirm 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 assetsHourlySubscriptionFixed or flat fee
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
10 years in the industry.
- Navigate Financial LLCJun 2026 to now
- Utah Valley UniversityAug 2020 to now
- Three Seasons WealthJul 2023 to Aug 2025
- Pride LogisticsMay 2023 to Sep 2023
- Kns InternationalOct 2022 to Dec 2022
- Bell LexusJun 2022 to Aug 2022
- Ottowa University ArizonaAug 2019 to Jun 2020
- Corner Canyon High SchoolAug 2018 to Jun 2019
- Alta High SchoolAug 2016 to Jun 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (UT).
Navigate Financial LLC
$337.9MAssets managed
161Clients
3Advisers
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
- 8297149
- Firm CRD
- 325945