Matthew Arnold, financial advisor Minnetonka MN
96 score

Matthew Arnold

CRD Number: 5360146
Current Firm: Marks Group Wealth Management, Inc.

Matthew Arnold (CRD# 5360146) is an Investment Advisor Representative working at Marks Group Wealth Management, Inc. in Minnetonka, MN and has over 9 years of experience in the finance industry. Matthew Arnold 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
Lpl Financial, LLC Minnetonka, MN Aug 2015 - Current 1
Marks Group Wealth Management, Inc. Minnetonka, MN Aug 2015 - Current 1
Thrivent Investment Management Inc. Minnetonka, MN Jun 2007 - Aug 2015 8
Thrivent Financial For Lutherans Appleton, WI Jun 2007 - Aug 2015 8
Orono Public Schools Long Lake, MN Jun 2006 - Jun 2007 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 2007
Contact Info for Matthew J. Arnold
Phone Number: 952-582-6100
Registered State(s):
  • MN
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States


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Clean Record
This advisor has a clean track record with regulators.

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