Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Jorgensen is a financial advisor with Valtinson Bruner Financial Planning LLC, located in New Brighton, Minnesota. Matthew has been working in the financial services industry for over 20 years. Matthew holds the Series 7, 66 and SIE licenses. Matthew specializes in financial planning, portfolio management for individuals, and pension consulting.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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MN
09/03/2024 - Present
Valtinson Bruner Financial Planning (NEW BRIGHTON MN)
TX
03/06/2023 - 06/11/2024
AMERIPRISE FINANCIAL SERVICES, LLC (HOUSTON TX)
MN
02/15/2022 - 01/17/2023
AMERIPRISE FINANCIAL SERVICES, LLC (MINNEAPOLIS MN)
MN
07/15/2020 - 12/01/2021
AMERIPRISE FINANCIAL SERVICES, LLC (Osseo MN)
MN
11/21/2019 - 03/19/2020
AMERIPRISE FINANCIAL SERVICES, LLC (SAVAGE MN)
MN
07/29/2010 - 09/12/2019
AMERIPRISE FINANCIAL SERVICES, INC. (Minneapolis MN)
MN
11/29/2007 - 07/28/2010
WELLS FARGO INVESTMENTS, LLC (MINNEAPOLIS MN)
MN
10/17/2005 - 11/19/2007
TD AMERITRADE, INC. (MINNEAPOLIS MN)
CA
07/25/2003 - 10/06/2005
WELLS FARGO INVESTMENTS, LLC (SAN FRANCISCO CA)
BOTH
Issued 08/28/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/24/2003
Series 7 - General Securities Representative Examination
Active
Inactive
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