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Matt Fleck

Matt Fleck

Financial Advisor

Followers of Matt Fleck1000 followers
location of Matt FleckIndianapolis, Indiana, United States

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  • Timeline

  • About me

    Fiduciary Risk Manager and outsourced Chief Retirement Officer

  • Education

    • DePauw University

      -
      Bachelor of Arts

  • Experience

    • Merrill Lynch

      Jul 2005 - Mar 2008
      Financial Advisor

      Retirement Plan Consulting

    • National Retirement Partners

      Mar 2008 - Feb 2009
      Financial Advisor

      Retirement Plan Consulting

    • Axia Advisory

      May 2009 - Mar 2019
      Vice President, Retirement Plan Consultant

      Retirement Plan Consulting

    • ProCourse Fiduciary Advisors

      Mar 2019 - Jan 2024
      Retirement Plan Advisor

      Retirement Plan Consulting

    • MJ Retirement

      Jan 2024 - now
      Retirement Plan Advisor

      ProCourse Fiduciary Advisors is now MJ Retirement. We advise every type of corporate retirement plan including 401(k), 401(a), 403(b), 457(b), 457(f), non-qualified deferred compensation, and defined benefit.As an SEC-registered Registered Investment Advisor (RIA) we are a fiduciary for all of our clients and can provide both 3(21) Investment Advisory and discretionary 3(38) Investment Manager services.

  • Licenses & Certifications

    • Series 66

      FINRA

    • Accredited Investment Fiduciary®️

      Fi360 (now Broadridge)
      Jan 2015

  • Honors & Awards

    • Awarded to Matt Fleck
      Top 100 Retirement Plan Advisors Under 40 - 2023 National Association of Plan Advisors Jan 2023 Established in 2014, the NAPA Top Retirement Plan Advisors Under 40 list is based on applications received from nominees designated by NAPA Broker-Dealer/RIA Firm Partners. Those applications are vetted by a blue-ribbon panel of senior advisor industry experts based on a combination of quantitative and qualitative data submitted by the nominees, as well as a broker-check review. These “Aces“ are widely seen as the future leaders of the retirement plan advisor industry… Show more Established in 2014, the NAPA Top Retirement Plan Advisors Under 40 list is based on applications received from nominees designated by NAPA Broker-Dealer/RIA Firm Partners. Those applications are vetted by a blue-ribbon panel of senior advisor industry experts based on a combination of quantitative and qualitative data submitted by the nominees, as well as a broker-check review. These “Aces“ are widely seen as the future leaders of the retirement plan advisor industry. (https://www.napa-net.org/2023-aces-top-100-retirement-plan-advisors-under-40) Show less
    • Awarded to Matt Fleck
      Top 100 Retirement Plan Advisors Under 40 - 2022 National Association of Plan Advisors Jan 2022
    • Awarded to Matt Fleck
      Top 100 Retirement Plan Advisors Under 40 - 2020 National Association of Plan Advisors Jan 2020