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Matthew Joseph Simpson

Managing DirectorFi3 Financial Advisors, LLCCRD 4660424

About Matthew Joseph Simpson

Matthew Joseph Simpson is listed as Managing Director at Fi3 Financial Advisors, LLC in Indianapolis, IN. Form ADV reports a beneficial ownership band of Under 5%.

Reported ownership

Owns Under 5% of Fi3 Financial Advisors, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Matthew Joseph Simpson work?

Matthew Joseph Simpson is listed as Managing Director at Fi3 Financial Advisors, LLC on SEC Form ADV.

How much of Fi3 Financial Advisors, LLC does Matthew Joseph Simpson own?

Form ADV reports a beneficial ownership band of Under 5%.

Fi3 Financial Advisors, LLC

TitleManaging Director
OwnershipUnder 5%
Control personNo
Since2026