Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Tyler Torkelson is an investment advisor representative with Perigon Wealth Management, LLC. Matthew is based in Petaluma, California and has been in the industry since January 2021. Previously, Matthew worked at Burleson & Company, LLC and PFI Incorporated. Matthew is a Series 65 and Series 66 licensed advisor. Matthew specializes in providing financial planning, pension consulting, selection of other advisors and portfolio management services to individuals, businesses, and investment companies.
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.
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
01/01/2025 - Present
Perigon Wealth Management, LLC (Petaluma CA)
IA
Issued 06/14/2021
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 05/24/2021
Series 66 - Uniform Combined State Law Examination
Active
Inactive
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