Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew James Gulseth is a financial advisor with over 20 years of experience in the industry. Matthew is registered with the state of Minnesota as an Investment Advisor Representative. Currently, Matthew works for Sageview Advisory Group, LLC, a firm with a strong focus on providing personalized financial advice to individuals and families. Matthew has a diverse background working with a variety of clients and has expertise in financial planning, pension consulting, and portfolio management.
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.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
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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CA
12/22/2021 - Present
Sageview Advisory Group, LLC (NEWPORT BEACH CA)
MN
03/01/2017 - 12/31/2021
TRIAD ADVISORS LLC (Golden Valley MN)
MN
11/30/2010 - 03/02/2017
LPL FINANCIAL LLC (GOLDEN VALLEY MN)
MN
07/26/2007 - 11/30/2010
NRP FINANCIAL, INC. (GOLDEN VALLEY MN)
WI
01/02/2002 - 07/26/2007
VIRCHOW KRAUSE CAPITAL, LLC (MADISON WI)
NE
10/24/2000 - 01/03/2002
FREEDOM FINANCIAL, INC. (OMAHA NE)
CO
11/03/1999 - 10/31/2000
INTERVEST INTERNATIONAL EQUITIES CORPORATION (COLORADO SPRINGS CO)
MN
06/12/1998 - 10/27/1999
AEGIS INVESTMENTS, INC. (ST LOUIS PARK MN)
IA
Issued 12/27/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/18/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/10/1998
Series 7 - General Securities Representative Examination
Active
Inactive
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