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Matthew Steven Svendsen

Focus Financial

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About Matthew Steven Svendsen

Matthew Svendsen is a financial advisor at Focus Financial. Matthew has been in the financial services industry since 2007. He is a registered representative with FINRA and a registered investment advisor with the state of Minnesota. Matthew has a Series 7, Series 63 and Series 65 license. Matthew's previous employment includes Wells Fargo Advisors LLC and Wells Fargo Clearing Services, LLC. Matthew specializes in providing financial planning, portfolio management for individuals, and portfolio management for businesses.

Firm Information

Matthew Svendsen is currently registered with Focus Financial. Focus Financial is an investment advisory firm based in Minneapolis, Minnesota. They offer financial planning, portfolio management for individuals and businesses, and pension consulting. The firm manages over $5 billion in assets for clients including high-net-worth individuals, corporations, pension plans, and charitable organizations. They participate in wrap fee programs.
Focus Financial

1300 GODWARD STREET NE

MINNEAPOLIS, MN 55413

$5.39B

Assets Under Management

50

Total Clients

112

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

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

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other

Percentage of assets under management with third party manager

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Matthew Svendsen’s Registration & Firm History

MN

09/18/2019 - Present

Focus Financial (MINNEAPOLIS MN)

MN

01/03/2011 - 09/04/2019

WELLS FARGO CLEARING SERVICES, LLC (ROSEVILLE MN)

MN

02/02/2009 - 01/03/2011

WELLS FARGO INVESTMENTS, LLC (MINNEAPOLIS MN)

MN

09/07/2007 - 02/08/2008

LANTERN INVESTMENTS, INC. (SHOREVIEW MN)

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Licenses & Designations

IA

Issued 07/06/2017

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/24/2007

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/06/2007

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Matthew Steven Svendsen.
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