Matthew K Waste
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 K. Waste is an investment adviser representative with NAVY Federal Investment Services, LLC in Tampa, FL, where they have been registered since 2023. They have worked in the securities industry since 2019 and have been registered with 3 firms, including LPL Financial LLC and CUNA Brokerage Services, Inc. They have passed 5 industry qualification exams, including the Series 65 (investment adviser), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in 9 states.
Office
Advisors at this office: 3
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Alaska, Colorado, Delaware, Florida, Georgia, Minnesota, Missouri, North Carolina, Virginia
- Broker:
9 states and territories
Alaska, Colorado, Delaware, Florida, Georgia, Minnesota, Missouri, North Carolina, 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.
- Wings Financial CUAug 2016 – Oct 2022Apple Valley, MN
- CUNA Brokerage Services, Inc.Jun 2018 – Apr 2022Waverly, IA
- Minnesota Weight ControlSep 2014 – Dec 2017Coon Rapids, MN
- LPL Financial LLCMay 2022 – Nov 2022Apple Valley, MN
- Navy Federal Financial Group, LLCMar 2023 – no end date reportedTampa, FL
- Navy Federal Investment Services, LLCMar 2023 – no end date reportedTampa, FL
- UnemployedNov 2022 – Mar 2023Burnsville, MN
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
Showing 12 of 159 in the directory
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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 K Waste 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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