Frederick Albert Matthes
Investment Adviser Representative at Sycamore Financial Group
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Frederick Albert Matthes is an investment adviser representative with Sycamore Financial Group in Kokomo, IN, where they have been registered since 2026, the year they entered the securities industry. They have passed the Series 65 (investment adviser) exam. They are registered to provide investment advice in Indiana.
Registrations & licenses
- Investment adviser:
- Indiana
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Sycamore FinancialNov 2025 – no end date reportedKokomo, IN
- CareerWise USAOct 2022 – Oct 2025Denver, CO
- Amazon IncJul 2021 – Feb 2023Indianapolis, IN
- University of Illinois Champaign-Urbana Gies School of BusinessJan 2025 – no end date reportedChampaign, IL
- Indiana UniversityAug 2014 – May 2017Kokomo, IN
- The Correspondent - Indiana University Kokomo Student NewspaperJun 2015 – Jun 2017Kokomo, IN
- Matthes DentalMay 2017 – Dec 2021New York, NY
Official records & sources
Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Sycamore Financial Group
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
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
Investment management, financial planning, wealth management, comprehensive financial plans covering cash flow, debt reduction, insurance analysis, college planning, retirement planning, investment options, taxes, and estate planning, as well as tax-efficient wealth management strategies developed in partnership with CPA partners.
Client types the firm serves
Firm assets under management
$500M–$1B
- Firm disclosures (Form ADV)
- Disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 4
- Offices listed on AdvisorFinder:
- 2
- Main office:
- Kokomo, IN
- Founded:
- 1983
- SEC file number:
- 801-62788
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of March 13, 2026
View full firm profileOther advisors at Sycamore Financial Group
3 other advisors in the directory
Similar advisors in Kokomo, IN
Other advisors whose filed branch office is in the same city.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Frederick Albert Matthes 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.
Find the right advisor for you
Take the free 3-minute assessment to get matched with advisors who fit your goals.
Get Matched