Matthew L. Cookson

COOKSON FINANCIAL

Excelsior, MN 55331

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CRD#: 2377820

Professional summary

Matthew Leonard Cookson is a registered financial advisor currently at COOKSON FINANCIAL, LLC located in Excelsior, Minnesota.

Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1993. Matthew has worked at 4 firms and has passed the Series 65, Series 63, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew Leonard Cookson's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

February 14, 2018 - Present

COOKSON FINANCIAL, LLC

Office #1: 500 Lake St Suite 205, Excelsior, MN 55331

RIA

CRD#: 142407

Excelsior, MN

Past

January 3, 1997 - March 7, 2005

LOCORR DISTRIBUTORS, LLC

CRD#: 41782

EXCELSIOR, MN

Past

February 27, 1995 - December 31, 1996

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.

CRD#: 13609

CEDAR RAPIDS, IA

Past

August 6, 1993 - February 28, 1995

TRINITY EQUITY TRADING, INC.

CRD#: 28434

SANDPOINT, ID

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Minnesota
(2/14/2018)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 3/20/2002

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 8/6/1993

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 8/5/1993

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 10/30/1996

General Securities Principal Examination

Current Firm

COOKSON FINANCIAL, LLC

CRD#: 142407 / SEC#:

Minnesota

Registered Investment Advisory firm - (2/13/2007 Approved)

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Contact information

Main Address

500 Lake St Suite 205, Excelsior, MN 55331

Mailing Address

Phone number

(952) 401-7697

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	76
AUM (Assets Under Management)	$ 37,718,099

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Matthew L. Cookson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew Leonard Cookson's CRS (Customer Relationship Summary).

Certified licenses

Experience

COOKSON FINANCIAL, LLC

LOCORR DISTRIBUTORS, LLC

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.

TRINITY EQUITY TRADING, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 3/20/2002

Series 63

Date: 8/6/1993

Series 7

Date: 8/5/1993

Series 24

Date: 10/30/1996

Current Firm

COOKSON FINANCIAL, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

COOKSON FINANCIAL, LLC

TRUST BUT VERIFY

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