Matthew Mohning is a registered investment advisor at Msm Financial, LLC, based in Minneapolis, MN, with 10 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, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 23 clients with $14M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.60% |
MSM charges 0.3% annually and the sub-advisor, Asset Dedication, charges 0.3% annually. Total annual fee is 0.6%. Fees are negotiable based on certain criteria.
Fee Estimator
Location
4999 France Ave South, Suite 245, Minneapolis, MN, 55410
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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 Activities
Matthew is the owner/principal of MSM Financial, LLC, a CPA firm, dedicating nearly full-time hours to it. He also serves as the campaign treasurer for Neighbors for Jamie Long, spending a few hours per week on this activity.
Employment History
Current Registrations
Msm Financial, LLC
Previous Registrations
Cri Securities, LLC
Securian Financial Services, INC.
Cri Securities, LLCBroker
Securian Financial Services, INC.Broker
State Registrations10 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.