Matthew Engelmann
Matthew Engelmann is a registered investment advisor at Lifestage Wealth Management, INC., based in Coon Rapids, MN, with 19 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning. Their firm serves 122 clients with $50M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LifeSTAGE Wealth Management charges a percentage of your portfolio's value each year for investment management. This fee ranges from 1% to 1.25% annually, depending on the investments, account size, and services requested. The fee is calculated every three months based on the value of your account on the last business day of the quarter.
Location
199 Coon Rapids Blvd, Suite 101, Coon Rapids, MN, 55433
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Matthew is an insurance agent selling fixed insurance products through Rock Ridge Benefits since 2008, and sells fixed income and insurance as a registered representative through SIP Wealth Management since 2014; these activities each take about half of his time. He also owns Three Rivers Tax Service, spending about 10-20% of his time on tax preparation and related services, and is involved with Rogers Toastmasters and Rogers Rotary Club, dedicating minimal time to each.
Employment History
Current Registrations
Lifestage Wealth Management, INC.
Previous Registrations
Berthel Fisher & Company Financial Services, INC.
Berthel, Fisher & Company Financial Services, INC.Broker
Fintegra, LLCBroker
Prospera Financial Services, INC.Broker
The O.N. Equity Sales CompanyBroker
State Registrations1 state
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.