Michael Matheson, financial advisor Maple Grove MN
86 score

Michael Matheson

CRD Number: 1858140
Current Firm: Financial Dimensions Group, Inc.

Michael Matheson (CRD# 1858140) is an Investment Advisor Representative working at Financial Dimensions Group, Inc. in Maple Grove, MN and has over 27 years of experience in the finance industry. Michael Matheson 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.

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Professional Designations
Company Name Location Dates Years
Royal Alliance Associates Maple Grove, MN Aug 2005 - Current 11
Financial Dimensiomns Group, Inc. Maple Grove, MN Aug 2005 - Current 11
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 1989
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Customer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Michael A. Matheson
Phone Number: 651-481-6280
Registered State(s):
  • MN
  • TX
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States


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