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Matthew Wehling

Advisor at Wehling Investment Management

Updated today
Wehling Investment Management logo

Firm

Wehling Investment Management

Location

North Richland Hills, TX 76180

Credentials

Series 65

Industry experience

< 1 year

About

Matthew Wehling is the principal of Wehling Investment Management in North Richland Hills, TX. He holds a Series 65 designation and has experience with the Federal Aviation Administration and the United States Marine Corps. Wehling also maintains ongoing graduate studies in financial management. Wehling Investment Management provides portfolio management and financial planning services to individuals and trusts, applying fundamental analysis and a mix of long- and short-term trading within a strategic asset allocation framework. The firm operates with discretionary authority under written client agreements and executes trades through a recommended institutional brokerage platform, while clients retain custody of their assets.

Client services

Based on Wehling Investment Management

Financial planning Portfolio management

Expertise

Based on Wehling Investment Management

General retirement planning Cash flow / budgeting

Fee options

Percentage

$0 - $500,000: 1.5% of AUM annually $500,001 - $750,000: 1.25% of AUM annually $750,001+: 1.0% of AUM annually

Other

Account minimum: $100,000

Location

6721 Karen Drive

North Richland Hills, TX 76180

Most active in

Texas

Work history

Wehling Investment Management

2025 - Present (1 year)

Federal Aviation Administration

2017 - Present (9 years)

Unemployed

2017 - 2017 (1 year)

United States Marine Corps

2015 - 2017 (2 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Michelle V

CFP®

Fort Worth, TX

Waymaker Financial Planning

Michelle Vargas, Certified Financial Planner™ is the President of Waymaker Financial Planning, a Fee-Only firm that provides transparent and accessible financial guidance. She enjoys helping clients navigate and plan all aspects of their financial life so that they will worry less about their future and free up more time to spend doing what they love. After earning a degree in Finance from the University of Southwestern Louisiana in 1990, she moved to Florida and started her career with Harcourt Brace Publishing. Her journey into personal finance began when she signed up for her 401K and wanted to learn about additional options to plan for retirement. This eventually led to working as a financial advisor and completing the extensive education requirements for becoming a CFP® in 1998. She believes her experience as a young professional searching for unbiased advice enables her to better serve Gen XY professionals because she remembers what it was like being in their shoes. As a former homeschool parent and the wife of a federal employee, she is passionate about helping women, homeschool families, and federal workers plan wisely for a comfortable financial future. In her spare time, she enjoys hiking in Colorado, barbecuing with family, and working in her garden.

General retirement planning Tax strategies for small businesses Cash flow / budgeting College savings (529s, UTMA, etc.) General estate planning guidance Government Employee Christian Faith Based Gen X (Born 1965-1980)
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Series 65, Series 66

Coppell, TX

Serendib Capital Management LLC

Options & derivatives strategies Tax-loss harvesting Retirement income strategy General estate planning guidance Cash flow / budgeting
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Grand Prairie, TX

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Active portfolio management
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CFP®, Series 66

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Passive / index investing Tax-loss harvesting Cash flow / budgeting Business ownership considerations
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Kevin F

CFA®, Series 63, Series 65

Keller, TX

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Active portfolio management Concentrated stock management Private / alternative investments
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Jacob M

Series 63, Series 65, Series 66

Grapevine, TX

9M Investments, LLC

General retirement planning Cash flow / budgeting College savings (529s, UTMA, etc.) Business ownership considerations Founder/Business Owner
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