Matthew J Wiegele
Investment Adviser Representative at NAVY Federal Investment Services, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Matthew J. Wiegele is an investment adviser representative with NAVY Federal Investment Services, LLC in Oceanside, CA, where they have been registered since 2013. They have worked in the securities industry since 2013 and were previously registered with NAVY Federal Asset Management, LLC. They have passed 5 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in 13 states.
Registrations & licenses
- Investment adviser:
- Alabama, Arizona, Arkansas, California, Colorado, Florida, Hawaii, Illinois, Nevada, North Carolina, Oregon, South Carolina, Texas
- Broker:
17 states and territories
Alabama, Arizona, Arkansas, California, Colorado, Florida, Hawaii, Illinois, Kansas, Nevada, New Mexico, New York, North Carolina, Oregon, South Carolina, Texas, Virginia
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.
- NAVY Federal Investment Services, LLCMay 2013 – no end date reportedOceanside, CA
- NAVY Federal Asset Management, LLCNov 2014 – Jan 2017Carlsbad, CA
- NAVY Federal Financial Group, LLCMay 2013 – no end date reportedOceanside, CA
- NAVY Federal Investment Services, LLCJan 2017 – no end date reportedOceanside, CA
Official records & sources
Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About NAVY Federal Investment Services, LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Firm account minimum
- $50,000
- First $250,0001.07%
- Next $250,0001.00%
- Next $500,0000.91%
- Next $1M0.82%
+1 more tiers on the firm profile
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 planning, investments (including online portfolio management and investment tools and strategies), life insurance, and estate planning.
Client types the firm serves
Firm assets under management
$1B–$5B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 159
- Offices listed on AdvisorFinder:
- 29
- Main office:
- Vienna, VA
- SEC file number:
- 801-68067
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of September 30, 2026
View full firm profileOther advisors at NAVY Federal Investment Services, LLC
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Matthew J Wiegele 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.
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