Matthew Fiske
Matthew Fiske is a registered investment advisor at Osaic Wealth, INC., based in Minnetonka, MN, with 21 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.
Location
10900 Wayzata Blvd, Suite 100, Minnetonka, MN, 55305
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Regulatory History (1)
Judgment / Lien
February 2022Other Business ActivitiesSells Insurance
Matthew is an insurance agent with Sandvold Financial Group, selling fixed annuities, life, LTC, and employee benefits, dedicating about 10-20% of his time. He is also a partner/shareholder in GTL Holdings, LLC, a real estate rental company, spending minimal time on this activity.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Woodbury Financial Services, INC.
Woodbury Financial Services, INC.Broker
Questar Asset Management, INC.
Questar Capital CorporationBroker
Allianz Life Financial Services, LLCBroker
Usallianz Securities, INC.Broker
Investors Capital CORP.Broker
Pruco Securities CorporationBroker
The Prudential Insurance Company of AmericaBroker
State Registrations11 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.