Matthew D. Nelson, CFP^®

AIF^®

Senior Financial Advisor

Focus Financial Network

1000 Shelard Pkwy, Ste 250
Minneapolis, MN 55426

FINANCIAL ADVISOR'S WEBSITE

www.Perspective6Group.com

(952) 225-0333 CONNECT WITH Matthew

Compensation

COMPENSATION METHODS

Commission and Fee

COMPENSATION CONSIDERATIONS

Minimums

HOUSEHOLD INCOME MINIMUM

No Minimum

Investable Asset Minimum

$1,000,000

General

Matthew Nelson is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Focus Financial Network in Minneapolis, MN and the surrounding communities.

Financial Advisor Overview

At Perspective 6 Group, we assess an individual’s financial life from a broad perspective looking at all angles impacting wealth. Other financial professionals may look only at an individual’s investments. We take a more holistic approach, as we believe that the best strategy is clear when viewing all sides of the picture. We have grown through our unwavering commitment to the success of our clients and our meticulous approach to planning, investing, and helping our clients enhance and sustain their wealth. Perspective 6 is affiliated with Focus Financial, one of the largest independent firms in Minnesota and in the nation with more than $5 billion in total client assets under management.

Financial Advisor Experience

As an Owner & Executive Officer of Focus Financial Network, Inc. and Managing Partner & Senior Financial Advisor at Perspective 6 Group, Matt Nelson has dedicated his career to advocating for clients and helping them make smart financial decisions. In 2006, Matt founded Perspective 6 Group with the objective of creating a client-focused, sophisticated asset management team. Additionally, Matt leads his group's Investment Committee as Director of Portfolio Management with oversight for all client portfolios, research, and infrastructure. In 1998, Matt began his career at American Century Investments in Kansas City, M.O., learning key investing principles and business retirement plan operations. He added financial planning and insurance analysis to this experience while working at Legacy Financial and MassMutual during the bear market of 2000-2002. Later on, while working at Wings Financial Federal Credit Union, Matt was responsible for managing investment assets while coordinating financial planning services for members of the credit union. Since 2006, Matt has been guiding clients as an independent financial advisor. His experience has seen euphoric investment market bubbles, major market declines, and a wide range of investor emotions. FOCUS AREAS: Retirement Income Planning for Executives and Upper Management with an emphasis at Delta Airlines, 3M, Emerson, Medtronic, General Mills, United Health Group, Park Nicollet, Health Partners, Xcel Energy and MN Public Employees. Business owners transitioning from ownership to retirement. Self-employed professionals without corporate benefit plans or business equity to store wealth for retirement. EDUCATION AND INVOLVEMENT: Bachelor of Science in Business Administration & Information Technology, Certified Financial Planner (CFP®), Accredited Investment Fiduciary® (AIF®), Member of the Financial Planning Association (FPA)

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63, 65

Designations & Certifications

CERTIFIED FINANCIAL PLANNER™ (CFP^®)

Insurance Licenses

Life insurance: MN, WI
Health/disability insurance: MN, WI
Fixed annuities: MN, WI
Variable annuities: MN, WI

Broker-Dealer Affiliation

Osaic Wealth, Inc.

Broker-Dealer Disclaimer

Securities and investment advisory services offered through Royal Alliance Associates, Inc. (RAA), member FINRA/SIPC. Additional advisory services offered through Focus Financial. RAA is separately owned and other entities and/or marketing names, products or services referenced here are independent of RAA. RAA does not provide tax or legal advice. Registered Representatives may only discuss/and or transact securities business with residents of the following states: AR, AZ, CA, CO, FL, GA, HI

FINRA BrokerCheck

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Asset Allocation, Business Taxes, Career Change, Estate Planning, Investment Management, Irregular Income, Life Planning, Retirement, Succession Planning, Sudden Wealth, Nontraditional Households, Personal Taxes, Women's Finances