Matthew Gulseth, financial advisor Golden Valley MN

Matthew Gulseth

CRD Number: 3061492
Current Firm: Sageview Advisory Group, LLC

Matthew Gulseth (CRD# 3061492) is an Investment Advisor Representative working at Sageview Advisory Group, LLC in Golden Valley, MN and has over 25 years of experience in the finance industry. Matthew Gulseth 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
Sageview Advisory Group, LLC Newport Beach, CA Nov 2021 - Current 2
Triad Advisors, Inc. Norcross, GA Mar 2017 - Current 7
Resources Investment Advisors, Inc. Leawood, KS Dec 2014 - Current 9
Channel Financial Golden Valley, MN Jul 2007 - Current 16
Self Employed Minnetonka, MN May 1998 - Current 25
Financial Advocates Advisory Services Golden Valley, MN Jul 2011 - Feb 2017 5
Lpl Financial LLC Golden Valley, MN Nov 2010 - Feb 2017 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 1998
S65 NASAA Investment Advisors Law Examination Dec 1999
Contact Info for Matthew J. Gulseth
Phone Number: 949-955-1395
Registered State(s):
  • MN
By the Numbers
  • Total Assets Under Management
    156,399
    MILLIONS
  • Total Number of Accounts
    21,119
    ACCOUNTS
  • Average Account Value
    $7,405,626
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • 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
  • 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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