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MG
CFP
MG
CFP

Matthew Gulseth

Creative Planning Institutional Advisors, LLC
28 Years of Experience
Eden Prairie, MN
View SEC Summary
View SEC Summary

Matthew Gulseth is a CFP-designated registered investment advisor at Creative Planning Institutional Advisors, LLC, based in Eden Prairie, MN, with 28 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 915 clients with $38B in assets under management.

Creative Planning Institutional Advisors, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
95 advisors
Number of Clients
915 clients
Average Client Portfolio
$41.0M average
Assets Under Management
$37.5B

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.50%

Annual asset-based fees range from 0.55% to 1.50% based on account size, complexity, and services, and will not exceed 2.00%. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

6640 Shady Oak Road, Suite 370, Eden Prairie, MN, 55344

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Matthew is a 40% owner and pension consultant at Channel Brokerage, LLC dba Channel Financial, providing investment advisory services to group retirement plans and individual wealth management clients. This requires a full-time commitment.

Employment History
Current Registrations
Creative Planning Institutional Advisors, LLC
December 2021 - Present · 4 yrs 10 mos
Previous Registrations
Triad Advisors LLCBroker
March 2017 - December 2021 · 4 yrs 9 mos
Bukaty Companies Financial Services
December 2014 - December 2014 · 0 mos
Resources Investment Advisors
December 2014 - January 2022 · 7 yrs 1 mo
Financial Advocates Advisory Services
January 2014 - December 2014 · 11 mos
LPL Financial LLCBroker
November 2010 - March 2017 · 6 yrs 4 mos
LPL Financial LLC
November 2010 - March 2017 · 6 yrs 4 mos
Nrp Advisors, INC.
January 2009 - November 2010 · 1 yr 10 mos
Nrp Advisors, INC.
March 2008 - December 2008 · 9 mos
Nrp Financial, INC.
July 2007 - December 2007 · 5 mos
Nrp Financial, INC.Broker
July 2007 - November 2010 · 3 yrs 4 mos
Virchow Krause Capital, LLCBroker
January 2002 - July 2007 · 5 yrs 6 mos
Freedom Financial, INC.Broker
October 2000 - January 2002 · 1 yr 3 mos
Intervest International Equities CorporationBroker
November 1999 - October 2000 · 11 mos
Aegis Investments, INC.Broker
June 1998 - October 1999 · 1 yr 4 mos
State Registrations2 states
MIMN
Advisor

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.

Exams
No exam information available for this advisor.
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