Matthew Scherer is a CFP-designated registered investment advisor, based in Minnetonka, MN, with 21 years of industry experience.
Location
10900 Wayzata Blvd., Suite 830, Minnetonka, MN, 55305
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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 affiliated with Summit Financial Advisors, Level Four Financial, and Level Four Advisory Services. He also sells non-variable insurance through Level Four Insurance Agency and AdvisorNet Insurance, and is a board member and president of a youth baseball club, spending minimal time on the latter two activities.
Employment History
Current Registrations
Level Four Financial, LLCBroker
Level Four Advisory Services
Previous Registrations
LPL Financial LLCBroker
Thrivent Investment Management INC.
Thrivent Investment Management INC.Broker
State Registrations9 states
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