Matthew Norland (CRD# 5082066) is an Investment Advisor Representative working at Private Advisor Group, LLC in Mankato, MN and has over 17 years of experience in the finance industry. Matthew Norland has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 1077782
Ameriprise Financial Services, LLC
CRD# 2426213
The Sherwin Group
CRD# 6873468
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Private Advisor Group, LLC | Morristown, NJ | Mar 2022 - Current | 2 |
| Lpl Financial Llc (f/k/a Linsco Private Ledger) | Mankato, MN | Feb 2006 - Current | 18 |
| Investors Financial Group, LLC | Mankato, MN | Jul 2012 - Jul 2022 | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Apr 2006 |
- MN
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Total Assets Under Management31,536MILLIONS
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Total Number of Accounts122,156ACCOUNTS
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Average Account Value$258,160
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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