Matthew D. Nelson

SAVVY

Golden Valley, MN

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CRD#: 3025011

Professional summary

Matthew David Nelson, AIF®, CFP®, who also goes by Matt Nelson, is a registered financial advisor currently at SAVVY located in Golden Valley, Minnesota.

Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. Matthew has worked at 7 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Matt Nelson

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.

1.) Owner of Perspective Financial Planning, LLC; Business marketing name for financial services; Investment-related; Start date: 01/26/2009; Full time; Address: personal residence. 2.) Managing Partner at Perspective 6 Wealth Advisors LLC; Business marketing name for financial services; Investment-related; Start date: 01/01/2021; Full time; Address: 1000 Shelard Pkwy, Suite 250, Minneapolis, MN 55426. 3.) Insurance Agent; Offering fixed insurance products; Investment-related; Start date: 10/20/2007; 10 hours per month; Address: 1000 Shelard Pkwy, Suite 250, Minneapolis, MN 55426

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew David Nelson's CRS (Customer Relationship Summary).

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®

AIF^®

Accredited Investment Fiduciary

CFP^®

Certified Financial Planner

Start date: 2002

Experience

Current

June 17, 2025 - Present

SAVVY

RIA

CRD#: 318493

Golden Valley, MN

Past

January 13, 2014 - October 26, 2020

OSAIC WEALTH, INC.

RIA

CRD#: 23131

MINNEAPOLIS, MN

Past

November 27, 2006 - June 16, 2025

FOCUS FINANCIAL

RIA

CRD#: 116140

MINNEAPOLIS, MN

Past

October 20, 2006 - June 11, 2025

OSAIC WEALTH, INC.

CRD#: 23131

MINNEAPOLIS, MN

Past

September 7, 2005 - October 25, 2006

CUNA BROKERAGE SERVICES, INC.

RIA

CRD#: 13941

BLOOMINGTON, MN

Past

September 13, 2002 - October 25, 2006

CUNA BROKERAGE SERVICES, INC.

CRD#: 13941

BLOOMINGTON, MN

Past

August 14, 2000 - September 11, 2002

LEGACY FINANCIAL GROUP, INC.

RIA

CRD#: 113885

OVERLAND PARK, KS

Past

June 29, 2000 - September 6, 2002

MML INVESTORS SERVICES, LLC

RIA

CRD#: 10409

OVERLAND PARK, KS

Past

September 14, 1999 - September 6, 2002

MML INVESTORS SERVICES, LLC

CRD#: 10409

SPRINGFIELD, MA

Past

July 8, 1998 - May 18, 1999

AMERICAN CENTURY INVESTMENT SERVICES INC.

CRD#: 17437

KANSAS CITY, MO

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

SAVVY

CRD#: 318493 / SEC#: 801-123656

RIA

Registered Investment Advisory firm - (4/11/2022 Approved)

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
(6/17/2025)

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: 12/21/1999

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 7/31/1998

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 5/15/2000

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 7/7/1998

Investment Company Products/Variable Contracts Representative Examination

Current Firm

SAVVY

CRD#: 318493 / SEC#: 801-123656

RIA

Registered Investment Advisory firm - (4/11/2022 Approved)

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Contact information

Main Address

111 West 33rd Street Unit 1410, New York, NY 10001

Mailing Address

Phone number

(833) 745-6789

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (38 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

SAVVY ADV PART 2 (8/19/2025)

Regulatory assets under management

Total Number of Accounts	3,776
AUM (Assets Under Management)	$ 1,295,318,161

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

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

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We're Here To Help

Advisor Monitoring

Firm Stability Insights

Matthew D. Nelson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew David Nelson's CRS (Customer Relationship Summary).

Certified licenses

Experience

OSAIC WEALTH, INC.

FOCUS FINANCIAL

OSAIC WEALTH, INC.

CUNA BROKERAGE SERVICES, INC.

CUNA BROKERAGE SERVICES, INC.

LEGACY FINANCIAL GROUP, INC.

MML INVESTORS SERVICES, LLC

MML INVESTORS SERVICES, LLC

AMERICAN CENTURY INVESTMENT SERVICES INC.

Primary Firm SEC Registration

SAVVY

State Registrations and Notice Filings

Exams

Series 65

Date: 12/21/1999

Series 63

Date: 7/31/1998

SIE

Date: 10/1/2018

Series 7

Date: 5/15/2000

Series 6

Date: 7/7/1998

Current Firm

SAVVY

Contact information

SEC notice filing (38 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

SAVVY

TRUST BUT VERIFY

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