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Matthew Treskovich, portrait

Matthew Treskovich

President and Chief Compliance Officer at Flavin Financial Services in Melbourne, FL

Investment adviser registrationUpdated

Matthew Treskovich is President and Chief Compliance Officer of Flavin Financial Services, Inc., an investment adviser managing $205M, and works from its Melbourne, FL office. Matthew Treskovich has been registered as an investment adviser representative through Flavin Financial Services since 1 August 2022 and has 10 years in the industry across 2 firms.

10
Years in industry
4
Years at firm
2
Adviser firms
2
States registered

From the IAPD record, checked 22 October 2026SEC record

Career

Matthew Treskovich has been President and Chief Compliance Officer of Flavin Financial Services since May 2025, is a control person of the firm and directly owns between 50% and 75% of it. Matthew Treskovich holds a BS in Physics, with Specialization in Optics and Lasers from the University of Central Florida and an MBA in Accounting from the University of Phoenix.

Flavin Financial Services, Inc. is a Melbourne, FL firm with $205M under management, 182 clients and 4 advisers in one office, as of its February 2026 filing.

Matthew A. Treskovich is Partner of Flavin, Nooney & Person, based in Melbourne, Florida. He has over two decades of experience in wealth management, tax planning and financial planning, and helps individuals, small business owners and not-for-profit organizations with planning and investing. He builds portfolios using his experience in investment management and helps wealthy families and business owners plan for income and estate taxes.

Matthew Treskovich’s longest registration was 6 years at CPS Investment Advisors (2016–2022). Before joining Flavin Financial Services in 2022, Matthew Treskovich was registered through CPS Investment Advisors.

  1. – present · 4 years
    Melbourne, FL · Adviser representative · Firm CRD 144473
  2. CPS Investment Advisors
    – · 6 years
    Lakeland, FL · Adviser representative · Firm CRD 104914

Credentials and registrations

Professional designations

Listed by Flavin Financial Services

  • CFA
  • CPA/PFS
  • CITP
  • CFP®
  • CMA
  • AEP®
  • CLU
  • ChFC
  • FLMI

Investment adviser representative registrations

Matthew Treskovich is registered as an investment adviser representative in 2 states. The first approvals date from August 2022; the most recent is Texas, in March 2025.

  • FloridaSince 1 August 2022
  • TexasSince 5 March 2025

Examinations

No examinations are on Matthew Treskovich’s record.

Key facts

Full name
Matthew Aaron Treskovich
CRD
6629066
Firm
Flavin Financial Services · CRD 144473
Role
President and Chief Compliance Officer
Office
2200 S. BABCOCK STREET, Melbourne, FL 32901
Registration
Investment adviser registration
In the industry since
July 2016
Disciplinary history
Not yet shown here · SEC record

Common questions

Where does Matthew Treskovich work?

Matthew Treskovich has been President and Chief Compliance Officer of Flavin Financial Services, Inc. since May 2025, and is a control person of the firm.

Source: Form ADV, Schedule A, filed 13 February 2026

Is Matthew Treskovich a financial advisor?

Yes. Matthew Treskovich has a current investment-adviser registration in Florida and Texas, through Flavin Financial Services since August 2022.

Source: IAPD individual record, checked 22 October 2026

How many years of experience does Matthew Treskovich have?

Matthew Treskovich has 10 years in the financial industry, since July 2016, across 2 adviser firms.

Source: IAPD individual record, checked 22 October 2026

Where did Matthew Treskovich work before Flavin Financial Services?

Before Flavin Financial Services, Matthew Treskovich was registered through CPS Investment Advisors, May 2016 to May 2022.

Source: IAPD individual record, checked 22 October 2026

Where is Matthew Treskovich based?

Matthew Treskovich’s registered office is in Melbourne, FL.

Source: IAPD individual record, checked 22 October 2026

Is Matthew Treskovich registered with FINRA?

No. Matthew Treskovich has no current broker registration.

Source: IAPD individual record, checked 22 October 2026

Is Matthew Treskovich a CFP?

Flavin Financial Services lists Matthew Treskovich with the CFP credential (“CFP®”) on its website. CFP Board confirms certification status.

Source: Matthew A. Treskovich biography, flavincpa.com

Is Matthew Treskovich a CFA charterholder?

Flavin Financial Services lists Matthew Treskovich with the CFA credential (“CFA”) on its website. CFA Institute confirms certification status.

Source: Matthew A. Treskovich biography, flavincpa.com

How can I verify Matthew Treskovich’s record?

Search CRD 6629066 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Matthew Treskovich’s full registration record.

Source: IAPD individual record, checked 22 October 2026

Leadership at Flavin Financial Services

Sources

  1. IAPD individual record, CRD 6629066, checked 22 October 2026. Registration status, employment history and examinations.
  2. Form ADV Part 1A, Schedules A and B of Flavin Financial Services, Inc., filed 13 February 2026. Title, control and ownership bands.
  3. Flavin Financial Services team page. Biography, education, credentials, awards and the portrait, reproduced for identification.