Matthew Martinson, financial advisor Saint Paul MN

Matthew Martinson

CRD Number: 5478952
Current Firm: Efs Advisors

Matthew Martinson (CRD# 5478952) is an Investment Advisor Representative working at Efs Advisors in Saint Paul, MN and has over 16 years of experience in the finance industry.

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Company Name Location Dates Years
Efs Advisors Cambridge, MN Feb 2018 - Current 6
Advanced Advisor Group LLC Cambridge, MN Feb 2018 - Current 6
Capital Street Financial Services St Paul, MN Jun 2010 - Current 13
Voya Financial Advisors St Paul, MN Sep 2014 - Feb 2018 3
Ing Financial Partners St Paul, MN Jun 2010 - Sep 2014 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 2008
Contact Info for Matthew W. Martinson
Phone Number: 763-689-9023
Registered State(s):
  • MN
  • WI
By the Numbers
  • Total Assets Under Management
    2,039
    MILLIONS
  • Total Number of Accounts
    29,019
    ACCOUNTS
  • Average Account Value
    $70,267
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
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
  • Pension consulting services
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MS, MT, NC, ND, NE, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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