Angela Mattson (CRD# 7853901) is an Investment Advisor Representative working at Keystone Wealth Advisors, Incorporated in Mendota Heights, MN and has 1 year of experience in the finance industry.
CRD# 1682050
Osaic Wealth, Inc.
CRD# 4618120
Thrivent Advisor Network, LLC
CRD# 2309650
Wealth Enhancement Advisory Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Keystone Wealth Advisors, Inc. | Minneapolis, MN | Jan 2024 - Current | < 1 |
| Keystone Wealth Advisors, Inc. | Minneapolis, MN | Sep 2023 - Dec 2023 | < 1 |
| Unemployed-s65 Study | Mendota Heights, MN | May 2023 - Aug 2023 | < 1 |
| Heidi Brandenburg, Dds. | Edina, MN | Dec 2020 - May 2023 | 2 |
| Unemployed/stay At Home Parent/teacher | Mendota Heights, MN | Nov 2019 - Dec 2020 | 1 |
| Sunrise Senior Living | Roseville, MN | May 2017 - Oct 2019 | 2 |
| Mission Health Senior Living | Crystal, MN | May 2015 - Apr 2017 | 1 |
| Ebenezer Park Apartments | Minneapolis, MN | Nov 2010 - May 2015 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Nov 2023 |
- MN
-
Total Assets Under Management157MILLIONS
-
Total Number of Accounts405ACCOUNTS
-
Average Account Value$387,371
- A percentage of assets under your management
- Hourly charges
- 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)
FL, MN
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