Matthew J. Gulseth

SAGEVIEW ADVISORY GROUP

EDEN PRAIRIE, MN 55344

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CRD#: 3061492

Professional summary

Matthew James Gulseth, CFP® is a registered financial advisor currently at SAGEVIEW ADVISORY GROUP, LLC located in Eden Prairie, Minnesota.

Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. Matthew has worked at 11 firms and has passed the Series 65, Series 63, SIE and Series 7 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.

Channel Brokerage, LLC dba Channel Financial; Yes, investment related; 7500 Highway 55 Suite 225, Golden Valley, MN 55427; Channel Financial provides investment advisory services to group retirement plans clients and individual wealth management clients; Advisor; 40% owner and Pension Consultant; July 2007; 160 hours per month; 160 hours per month during trading hours; In July 2007, I became legally obligated as an employee and partner of Channel Brokerage, to transmit any revenue I generate as a Pension Consultant to Channel Financial.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew James Gulseth'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®

CFP^®

Certified Financial Planner

Start date: 2004

Experience

Current

December 22, 2021 - Present

SAGEVIEW ADVISORY GROUP, LLC

Office #1: 6640 Shady Oak Road Suite 370, Eden Prairie, MN 55344

RIA

CRD#: 126777

EDEN PRAIRIE, MN

Past

March 1, 2017 - December 31, 2021

CRD#: 6413

GOLDEN VALLEY, MN

Past

January 12, 2009 - November 30, 2010

NRP ADVISORS, INC.

RIA

CRD#: 141430

GOLDEN VALLEY, MN

Past

March 3, 2008 - December 31, 2008

NRP ADVISORS, INC.

RIA

CRD#: 141430

MINNEAPOLIS, MN

Past

July 27, 2007 - December 31, 2007

NRP FINANCIAL, INC.

RIA

401K BFS GROUP, LLC | SAGEVIEW RETIREMENT PLAN CONSULTANTS, INC. | SAGEVIEW GLOBAL PENSIONS, LLC | SAGEVIEW ADVISORY GROUP, LLC | RELATIONAL ADVISORS

CRD#: 126777 / SEC#: 801-64265

RIA

Registered Investment Advisory firm - (5/31/2005 Approved)

California

Registered Investment Advisory firm - (6/7/2005 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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

Michigan
(12/2/2024)

IAR

Minnesota
(12/22/2021)

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: 12/27/1999

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 7/18/1998

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: 6/10/1998

General Securities Representative Examination

Current Firm

SAGEVIEW ADVISORY GROUP, LLC

401K BFS GROUP, LLC | SAGEVIEW RETIREMENT PLAN CONSULTANTS, INC. | SAGEVIEW GLOBAL PENSIONS, LLC | SAGEVIEW ADVISORY GROUP, LLC | RELATIONAL ADVISORS

CRD#: 126777 / SEC#: 801-64265

RIA

Registered Investment Advisory firm - (5/31/2005 Approved)

California

Registered Investment Advisory firm - (6/7/2005 Terminated)

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Contact information

Main Address

4000 Macarthur Blvd. Suite 1050, Newport Beach, CA 92660

Mailing Address

Phone number

(800) 814-8742

Established

Firm type

Fiscal year end

# of Employees

248

SEC notice filing (52 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

SAGEVIEW ADVISORY GROUP ADV PART 2A (3/31/2025)

Regulatory assets under management

Total Number of Accounts	13,295
AUM (Assets Under Management)	$ 238,552,018,915

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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Matthew J. Gulseth

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew James Gulseth's CRS (Customer Relationship Summary).

Certified licenses

Experience

TRIAD ADVISORS LLC

ONEDIGITAL

ONEDIGITAL

FINANCIAL ADVOCATES ADVISORY SERVICES

LPL FINANCIAL LLC

LPL FINANCIAL LLC

NRP ADVISORS, INC.

NRP ADVISORS, INC.

NRP FINANCIAL, INC.

NRP FINANCIAL, INC.

BAKER TILLY CAPITAL, LLC

FREEDOM FINANCIAL, INC.

INTERVEST INTERNATIONAL EQUITIES CORPORATION

AEGIS INVESTMENTS, INC.

Primary Firm SEC Registration

SAGEVIEW ADVISORY GROUP, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 12/27/1999

Series 63

Date: 7/18/1998

SIE

Date: 10/1/2018

Series 7

Date: 6/10/1998

Current Firm

SAGEVIEW ADVISORY GROUP, LLC

Contact information

SEC notice filing (52 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

SAGEVIEW ADVISORY GROUP, LLC

TRUST BUT VERIFY

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