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Matthew Edward Swanson

Golden State Wealth Management, LLC

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About Matthew Edward Swanson

Matthew Edward Swanson is a financial advisor at Golden State Wealth Management, LLC. Matthew has been in the financial services industry since 1997. He is registered with FINRA and is licensed to sell securities in California and New Mexico. Matthew offers investment advisory services to individuals, families, businesses, and retirement plans. He provides financial planning, retirement planning, investment management, and college savings planning. He is also licensed to sell insurance.

Firm Information

Matthew Swanson is currently registered with Golden State Wealth Management, LLC. Golden State Wealth Management, LLC is an investment advisor with over $1 billion to $10 billion in assets under management. The firm provides financial planning, pension consulting, selection of other advisors, and portfolio management services to individuals, high-net-worth individuals, corporations, businesses, charitable organizations, and pension and profit-sharing plans. They are headquartered in South Coast Metro, CA and have 51 investment advisor representatives. The firm has a wrap fee program.
Golden State Wealth Management, LLC

201 E. SANDPOINTE AVENUE

SOUTH COAST METRO, CA 92707

$1.69B

Assets Under Management

Not reported

Total Clients

41

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Financial planning fee

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Matthew Swanson’s Registration & Firm History

CA

09/27/2016 - Present

Golden State Wealth Management, LLC (Dixon CA)

CA

02/12/2010 - 09/02/2016

EDWARD JONES (DIXON CA)

CA

04/30/1997 - 03/06/2009

E*TRADE SECURITIES LLC (ROSEVILLE CA)

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Licenses & Designations

BOTH

Issued 02/25/2010

Series 66 - Uniform Combined State Law Examination

BC

Issued 02/19/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/18/2000

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/24/1997

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Matthew Edward Swanson.
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