MS
CFP
MS
CFP

Matthew Sather

4 Years of Experience
Rochester, MN
Broker

Matthew Sather is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Rochester, MN, with 4 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

221 1st Ave SW, Suite 101, Rochester, MN, 55902

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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 works as a freelance actor, dedicating minimal time to this pursuit. He also works for both Think Financial Planning and Think Mutual Bank, spending about half of his time or more at each providing financial services.

Employment History
Current Registrations
Raymond James Financial Services, INC.Broker
June 2023 - Present · 2 yrs 11 mos
Raymond James Financial Services Advisors, INC
June 2023 - Present · 2 yrs 11 mos
Previous Registrations
Great Valley Advisor Group, INC.
December 2021 - May 2023 · 1 yr 5 mos
LPL Financial LLCBroker
October 2021 - June 2023 · 1 yr 8 mos
State Registrations13 states
AZCACOGAILMNMONMTNTXUTWAWI
AdvisorBrokerBoth

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.
Matthew Sather - Financial Advisor | TrueAdvisor