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Matthew Kolb, financial advisor Zionsville IN

Matthew Kolb

CRD Number: 6207292
Current Firm: Timpe & Timpe Financial Advisory Services, LLC
Compensation Model: Fee Only

Matthew Kolb (CRD# 6207292) is a licensed Investment Advisor Representative working at Timpe Investment Advisory Services, LLC in Zionsville, IN. Matthew has over seven years of experience within the investment and tax planning environment. Timpe investment advisors work with clients in a fiduciary capacity to maintain a long-term, tax-efficient focus to investing. 

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Company Name Location Dates Years
Timpe & Timpe Financial Advisory Services, LLC Zionsville, IN Oct 2020 - Current 3
Timpe & Timpe Financial Advisory Services, LLC Zionsville, IN Jan 2016 - Current 8
Marian University Indianapolis, IN Aug 2011 - Dec 2015 4
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Dec 2020
Contact Info for Matthew E. Kolb
4801 Northwestern Drive, Zionsville, IN 46077
Phone Number: 317-217-1660
Firm Website: https://www.linkedin.com/in/arttimpe3/
Registered State(s):
  • IN
Current Firm Details
Timpe & Timpe Financial Advisory Services, LLC
Firm's CRD Number: 132274
4801 Northwestern Drive, Zionsville, IN 46077
By the Numbers
  • Total Assets Under Management
    57
    MILLIONS
  • Total Number of Accounts
    339
    ACCOUNTS
  • Average Account Value
    $168,269
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, IL, IN, OH, TX

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Data verified by both the advisor and the public regulatory data.

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