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Matthew Rodney Patten

F2F Retirement, LLC

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About Matthew Rodney Patten

Matthew Rodney Patten is an Investment Advisor Representative at F2F Retirement, LLC. Matthew Patten is registered with the state of Utah and is actively licensed. Matthew Patten has been in the industry since 2011. Matthew Patten specializes in providing financial planning, portfolio management for individuals, educational seminars and market timing services to individuals and charitable organizations. F2F Retirement, LLC also provides services to corporations or other businesses.

Firm Information

Matthew Patten is currently registered with F2F Retirement, LLC. F2F Retirement, LLC is an investment advisory firm with offices in [main office address]. The firm manages approximately $37 million in assets for 351 clients, including individuals, charitable organizations, and other investment advisors. They offer a range of services including financial planning, portfolio management for individuals, market timing services, and educational seminars. The firm has 2 licensed agents and 3 investment adviser representatives.

$37.01M

Assets Under Management

350

Total Clients

3

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Matthew Patten’s Registration & Firm History

UT

02/16/2017 - Present

F2F Retirement, LLC (TOOELE UT)

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Licenses & Designations

IA

Issued 02/14/2017

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Matthew Rodney Patten.
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