FDIC-Insured - Backed by the full faith and credit of the U.S. Government
Matthew Richardson
Your Financial Coach
A great financial coach helps bridge the gap between complicated jargon and real-life decisions, making you feel empowered rather than overwhelmed. If your advisor isn’t explaining things in a way that makes sense to you, it might be time to seek someone who prioritizes education as much as strategy.
As a licensed Financial Advisor, Matthew provides comprehensive financial planning and investment management. He prioritizes building meaningful relationships with his clients, taking the time to understand their unique situations, goals and aspirations.
Credentials
After nearly a decade at TD Ameritrade/Charles Schwab, where he most recently held the role of Vice President, Financial Advisor, Matthew brought his expertise to First Investments & Planning. Throughout his career, he has remained committed to guiding clients in building wealth and realizing their unique financial objectives.
Matthew holds the Series 7, 63 and 65 securities registrations as well as licenses for Life, Annuities, Sickness, Accident, and Health insurance.
Matthew holds a Bachelor of Arts degree from Knox College in Galesburg, Illinois.
Passions
Matthew resides in Fremont, Nebraska, with his wife, Nelle, their two children, and their beloved dog, Riley. Beyond his work advising clients, he enjoys quality family time, cycling, golf, grilling, and expanding his vinyl record collection—all while passionately following his favorite sports teams. Committed to giving back, he serves on the Board of Directors for CareCorps’ LifeHouse, an organization dedicated to providing a 24/7 homeless shelter, affordable housing, a food pantry, and clothing to the Fremont community. He is also deeply involved in his faith, actively participating in Fremont Evangelical Free Church.
Raymond James is not affiliated with the above organizations and/or charitable causes.
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Raymond James financial advisors may only conduct business with residents of the states and/ or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.
Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC, marketed as First Investment & Planning and are not insured by any bank insurance, the FDIC or any other government agency, are not deposits or obligations of the bank, are not guaranteed by the bank, and are subject to risks, including the possible loss of principal. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. FNBO and First Investments & Planning are separately owned and operated and not independently registered as broker-dealers or investment advisers. Raymond James Corporate Private Notice may be accessed here and Legal disclosures may be accessed here.
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Investment products are:
NOT FDIC INSURED • NOT A DEPOSIT OR OTHER OBLIGATION OF THE BANK • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT GUARANTEED BY THE BANK • MAY LOSE VALUE