Matthew Folsom (CRD# 5682992) is an Investment Advisor Representative working at U.s. Bancorp Investments, Inc. in Pine City, MN and has over 13 years of experience in the finance industry.
CRD# 4493074
Efs Advisors
CRD# 4289347
Efs Advisors
CRD# 5268349
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| U.s. Bancorp Investments, Inc. | Circle Pines, MN | Oct 2021 - Current | 2 |
| U.s. Bank | Duluth, MN | Nov 2020 - Oct 2021 | < 1 |
| Gradient Securities, LLC | Arden Hills, MN | Nov 2019 - Nov 2020 | 1 |
| Case Central, LLC | Arden Hills, MN | Nov 2017 - Nov 2020 | 3 |
| Gradient Advisors, LLC | Arden Hills, MN | Aug 2018 - Nov 2019 | 1 |
| Invest Financial Corporation | Tampa, FL | Mar 2016 - Nov 2017 | 1 |
| U.s. Bancorp Investments, Inc. | St Paul, MN | Oct 2009 - Mar 2016 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Apr 2011 |
- MN
-
Total Assets Under Management15,875MILLIONS
-
Total Number of Accounts60,028ACCOUNTS
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Average Account Value$264,455
- A percentage of assets under your management
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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