Matthew Neal has been an investment adviser representative at Motiv8 Investments since June 2026, and is not listed among the firm’s executive officers or direct owners.
Motiv8 Investments LLC is a Port St Lucie, FL firm with $219M under management, 726 clients and 10 advisers across 11 offices, as of its March 2026 filing.
Matthew Neal is Tax Preparer and Planning Assistant at Excelsior Financial Group, LLC. He has been with the company since January 2016. He started his career in the United States Marine Corps and later worked as Planning Assistant with Ameriprise Financial before joining the firm. He is working towards his Life Insurance License and Investment Advisory License.
- Motiv8 Investments LLCCurrent– present · under a yearSt Louis Park, MN · Adviser representative · Firm CRD 285560
Investment adviser representative registrations
Matthew Neal is registered as an investment adviser representative in Minnesota, since June 2026.
- MinnesotaSince 12 June 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 12 June 2026 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Matthew James Neal
- CRD
- 6308895
- Firm
- Motiv8 Investments · CRD 285560
- Office
- 4021 Vernon Avenue South, Suite 208, St Louis Park, MN 55416
- Registration
- Investment adviser registration
- In the industry since
- June 2026
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- excelsiorfinancialgroupllc.com
Where does Matthew Neal work?
Matthew Neal is an investment adviser representative registered through Motiv8 Investments LLC since June 2026, and is not listed among the firm’s executive officers or direct owners.
Is Matthew Neal a financial advisor?
Yes. Matthew Neal has a current investment-adviser registration in Minnesota, through Motiv8 Investments since June 2026.
How many years of experience does Matthew Neal have?
Matthew Neal has 0 years in the financial industry, since June 2026, across 1 adviser firm.
What exams has Matthew Neal passed?
Matthew Neal passed the Series 65 in June 2026.
Where is Matthew Neal based?
Matthew Neal’s registered office is in St Louis Park, MN.
Is Matthew Neal registered with FINRA?
No. Matthew Neal has no current broker registration.
How can I verify Matthew Neal’s record?
Search CRD 6308895 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Matthew Neal’s full registration record.