2025 -
now Vice President | MMA Midwest Retirement Services @
2019 -
2025 Retirement Plan Advisor - MJ Retirement @
2009 -
2019 Vice President, Retirement Plan Consultant @
2008 -
2009 Financial Advisor @ National Retirement Partners
2005 -
2008 Financial Advisor @
Matt Fleck Education
DePauw University
Bachelor of Arts
Matt Fleck Skills
Retirement Plan Consulting
Fiduciary Services
Investment Management
Employee Education
Mutual Funds
Collective Investment Funds
Unitized Managed Accounts
Separate Accounts
Employee Benefit Plan Design
Advisory
Collective Investment
Registered Investment Advisor
Vendor Management
Services
Asset Allocation
Fee Benchmarking
Collective Investment Trusts
Retirement Plan
Financial Services
Unitized Managed
Matt Fleck Summary
Matt Fleck, based in Indianapolis, IN, US, is currently a Vice President | MMA Midwest Retirement Services at Marsh McLennan Agency. Matt Fleck brings experience from previous roles at The MJ Companies, Axia Advisory, National Retirement Partners and Merrill Lynch. Matt Fleck holds a Bachelor of Arts @ DePauw University. With a robust skill set that includes Retirement Plan Consulting, Fiduciary Services, Investment Management, Employee Education, Mutual Funds and more. Matt Fleck has 2 emails and 1 mobile phone numbers on RocketReach.
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