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Blake Thiele

Investment Adviser Representative at Matter Family Office

Dallas, TXCRD #7862376Investment Adviser Representative
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
1 yrs
Exams Passed
2

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Blake Thiele is an investment adviser representative with Matter Family Office in Dallas, TX, where they have been registered since 2025, the year they entered the securities industry. They have passed 2 industry qualification exams, including the Series 65 (investment adviser). They are registered to provide investment advice in Nebraska.

Office

3811 Turtle Creek Blvd, Suite 800
Dallas, TX 75219

Advisors at this office: 4

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Investment Adviser Representative
As of August 14, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Nebraska

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 11/18/2024
SIE
Securities Industry Essentials Examination
Passed 8/11/2022

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Matter Family OfficeCurrent
5/8/2025 – Dallas, TX

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Citigroup
    Jun 2024 – Aug 2024Irving, TX
  2. Five Points Financial Services
    Aug 2024 – Dec 2024Kearney, NE
  3. Charles Schwab
    Sep 2023 – Apr 2024Omaha, NE
  4. Boeing
    May 2023 – Aug 2023Renton, WA
  5. Charles Schwab
    Jan 2023 – Apr 2023Omaha, NE
  6. Berkshire Hathaway Homestate Companies
    Aug 2022 – Jan 2023Omaha, NE
  7. Meadowlark Hills Golf Course
    Apr 2020 – Aug 2021Kearney, NE
  8. Younes Conference Center
    Nov 2019 – Apr 2020Kearney, NE
  9. Kearney Catholic School
    Feb 2015 – May 2019Kearney, NE
  10. Kearney Little League
    Apr 2017 – Jul 2021Kearney, NE
  11. Ben Sasse for US Senate
    Jun 2020 – Sep 2020Kearney, NE
  12. Northwest Missouri State
    Aug 2021 – May 2022Maryville, MO
  13. University of Nebraska
    May 2022 – Dec 2024Omaha, NE
  14. Matter Family Office
    Jan 2025 – Jun 2026St Louis, MO
  15. Allen Capital Group
    Jun 2026 – no end date reportedGrand Island, NE

Official records & sources

Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Matter Family Office

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Fixed fee

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Financial PlanningPortfolio Management for Individuals and Small BusinessesPortfolio Management for Pooled Investment VehiclesSelection of Other AdvisersEducational Seminars and Workshops

Client types the firm serves

IndividualsHigh Net WorthPooled VehiclesCharitable Organizations

Firm assets under management

$1B–$5B

Firm disclosures (Form ADV)
No disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
37
Offices listed on AdvisorFinder:
4
Main office:
St Louis, MO
SEC file number:
801-37738

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of July 21, 2026

View full firm profile

Other advisors at Matter Family Office

Showing 12 of 37 in the directory

View Matter Family Office firm profile

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Other advisors whose filed branch office is in the same city.

About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Blake Thiele has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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Blake Thiele (Matter Family Office) - Fees & Credentials