Matthew Folsom
Matthew Folsom is a registered investment advisor at U.S. Bancorp Advisors, LLC, based in Forest Lake, MN, with 13 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Retirement Planning. Their firm serves 3,279 clients with $1.5B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
320 W Broadway, Forest Lake, MN, 55025
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
Matthew is the Vice President of Hockey for the Forest Lake Youth Hockey Association, assisting with recruitment efforts. This not investment-related and requires minimal time.
Employment History
Current Registrations
U.S. Bancorp Advisors, LLC
U.S. Bancorp Advisors, LLCBroker
Previous Registrations
U.S. Bancorp Investments, INC.
U.S. Bancorp Investments, INC.Broker
Gradient Wealth Management
Gradient Securities, LLCBroker
Gradient Advisors, LLC
Invest Financial Corporation
Invest Financial CorporationBroker
U.S. Bancorp Investments, INC.
U.S. Bancorp Investments, INC.Broker
State Registrations9 states
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