Mathew Coyle (CRD# 4016002) is an Investment Advisor Representative working at Advanced Capital Group in Minneapolis, MN and has over 24 years of experience in the finance industry. Mathew Coyle 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# 1682050
Osaic Wealth, Inc.
CRD# 4618120
Thrivent Advisor Network, LLC
CRD# 2309650
Wealth Enhancement Advisory Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Sovereign Wealth Solutions, Inc. | Excelsior, MN | Oct 2007 - Jun 2017 | 9 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 2000 |
| S66 | NASAA Uniform Combined State Law Examination | Oct 2003 |
- IA
- MN
-
Total Assets Under Management25,902MILLIONS
-
Total Number of Accounts341ACCOUNTS
-
Average Account Value$75,959,870
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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)
AZ, CA, FL, IA, IL, KS, KY, LA, MI, MN, MO, ND, NE, NY, PA, SD, TX, VA, WI
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