Matthew D. Nelson,  CFP<sup>&reg;</sup> - Financial Advisor

Matthew D. Nelson, CFP®

Senior Financial Advisor

Focus Financial Network

1000 Shelard Pkwy, Ste 250
Minneapolis, MN 55426
FINANCIAL ADVISOR'S WEBSITE
(952) 225-0333 CONNECT WITH Matthew
  • facebook link
  • linkedin link

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

THERE IS MORE THAN ONE ANGLE TO YOUR STORY. At Perspective 6 Group, we assess an individual’s financial life from a broad point of view looking at it from all perspectives 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 solution is clear when viewing all sides of the picture. Perspective 6 is affiliated with Focus Financial, one of the largest independent firms in Minnesota and in the nation. We offer the benefit of not only our uniquely broad perspective, giving you a higher probability of sustained wealth, but our team of financial specialists allows us to serve you completely, no matter the complexity.

More

Financial Advisor Experience

Matt has dedicated his career to advocating for clients and helping them make smart financial decisions. As an Executive Officer of Focus Financial and Senior Financial Advisor on his team, Matt founded his group in 2006 with the objective of creating a client-focused, sophisticated asset management team. Matt also leads his group's Investment Committee as Director of Portfolio Management with oversight for all client portfolios, research and infrastructure. CLIENT FOCUS AREAS Retirement Income Planning for Executives and Upper Management with an emphasis in Delta Airlines, 3M, Emerson, Medtronic, General Mills, United Health Group, Park Nicollet, Health Partners, Xcel Energy and MN Public Employees Helping Small and Medium sized business owners transition from ownership to retirement Working with Self-Employed professionals without corporate benefit plans or business equity to store wealth for retirement Matt began his career in 1998 with American Century Investments in Kansas City, MO learning key investing principles and business retirement plan operation. He added financial planning and insurance analysis to this experience while working at Legacy Financial and MassMutual during the bear market of 2000 to 2002. Later, 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. EDUCATION AND INVOLVEMENT Pillsbury College – B. S. cum laude Business Administration and Information Technology CERTIFIED FINANCIAL PLANNER™ (CFP®) Accredited Investment Fiduciary® (AIF®) Member of the Financial Planning Association (FPA) PERSONAL As a former Eagle Scout, Matt enjoys many outdoors activities—especially competitive bicycle racing for the team he co-sponsors, Peace Coffee Racing. In his other spare time, Matt enjoys XC Skiing, snowboarding, traveling, and spending time with his wife Taunya.

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

Royal Alliance Associates, 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, IA, IL, KY, MI, MN, NC, ND, NE, NJ, NM, NY, OH, OR, PA, SC, SD, TN, TX, VA, VT, WA, and WI.

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

More

Helpful Financial Planning Resources