Matthew Dobbins, financial advisor Lake Elmo MN

Matthew Dobbins

CRD Number: 4019622
Current Firm: Principal Securities, Inc.

Matthew Dobbins (CRD# 4019622) is an Investment Advisor Representative working at Principal Securities, Inc. in Lake Elmo, MN and has over 24 years of experience in the finance industry.

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Company Name Location Dates Years
Cannaday Bloom Wealth And Insurance Solutions Lake Elmo, MN Jul 2023 - Current < 1
Principal Life Insurance Lake Elmo, MN May 2023 - Current < 1
Principal Securities Lake Elmo, MN May 2023 - Current < 1
Thrivent Investment Management Inc. White Bear Lake, MN Jul 2002 - Jun 2023 20
Thrivent Financial For Lutherans Appleton, WI Jul 2002 - Jun 2023 20
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 1999
S66 NASAA Uniform Combined State Law Examination Feb 2006
Contact Info for Matthew W. Dobbins
Phone Number: 888-774-6267
Registered State(s):
  • MN
By the Numbers
  • Total Assets Under Management
    9,417
    MILLIONS
  • Total Number of Accounts
    46,075
    ACCOUNTS
  • Average Account Value
    $204,381
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

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

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