Advisor at Valley Oak Investment Strategies LLC
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Firm
Valley Oak Investment Strategies LLC
Location
Ave Maria, FL
Credentials
Series 66
Industry experience
8 years
Matthew Chlopek is a financial advisor at Valley Oak Investment Strategies LLC with eight years of industry experience. He holds a Series 66 designation and has worked at firms including Merrill and Fidelity Investments. He is also licensed as an insurance agent. Valley Oak Investment Strategies provides investment management, comprehensive financial planning, and consulting services primarily to business owners, families, and institutional retirement plans. The firm uses model portfolios, sub-advisers, and a model marketplace, and offers retirement plan consulting along with fiduciary services.
Based on Valley Oak Investment Strategies LLC
Based on Valley Oak Investment Strategies LLC
Comprehensive financial planning services fixed fees ranging from $5,000 to $100,000, negotiable based on complexity.
Commission-based compensation received by certain advisory persons for insurance products and through broker-dealer activities, separate and in addition to advisory fees.
$400 per hour for financial consulting services.
Ave Maria, FL
Florida
Valley Oak Investment Strategies LLC
2026 - Present (1 year)
Valley Oak Investment Strategies LLC
2025 - Present (1 year)
HBK Sorce Insurance LLC
2024 - 2024 (1 year)
HBKS Wealth Advisory
2024 - 2024 (1 year)
Insurance Agent
2022 - Present (4 years)
Fidelity Investments
2021 - 2024 (3 years)
Merrill
2017 - 2021 (4 years)
Merrill
2016 - 2017 (1 year)
Roosevelt University
2014 - 2021 (7 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 65
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The Pinnacle Financial Group
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Money Concepts Capital Corp
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FIFTH THIRD SECURITIES, Inc.
CFP®, Series 66
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Independent Advisor Alliance, llc
Series 66
Ave Maria, FL
Fidelity
Sean Twombly is a Benefits & Planning Consultant in Executive Services at Fidelity Investments. In this role, he helps corporate executives optimize their employer-sponsored retirement accounts through holistic planning and fosters collaboration to drive better outcomes. Sean has been with Fidelity Investments since 2021, initially serving as an Investment Solutions Representative before his current position beginning in 2023. Prior to that, he worked as a Registered Administrative Assistant at Reliance Wealth Management in 2020. Outside of his professional work, Sean has interests that include art, cars, golf, hiking, movies, and pets.
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