MT
Matthew K. Todsen
COOPER MCMANUS
IRVINE, CA 92618
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CRD#: 4498631
MT
Professional summary
Matthew Kristian Todsen, CPWA®, who also goes by Matt Todsen, is a registered financial advisor currently at COOPER MCMANUS located in Irvine, California and CAMBRIDGE INVESTMENT RESEARCH, INC. located in Irvine, California.
Matthew is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2002. Matthew has worked at 7 firms and has passed the Series 66, SIE, Series 31 and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Matt Todsen
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) MKT WEALTH MANAGEMENT, 9870 RESEARCH DR, IRVINE, CA, INSURANCE AGENT/SALES, 01/01/09, INV REL- 2/YR, 0/TRADING 2) COOPER FINANCIAL GROUP, 970 RESEARCH DR, IRVINE, CA, ADVISORY REP OF A REGISTERED INV ADV, RIA, 02/14/12, IAR, 160/MO, 160/TRADING 3)ORANGE COUNTY ADVISORS IN PHILANTHROPY, 18108 VON KARMEN AVE, STE 750, IRVINE CA, BOARD MEMBER OF A NON-PUBLIC ENTITY, VICE-CHAIRMAN, 10/01/19, NIR, 1/MO- 0/TRADING 4) ADVISORS IN PHILATHROPY 1120 CHESTER AVE, STE 470, CLEVELAND, OH, TREASURER OF A NON-PUBLIC ENTITY, TREASURER, 10/14/20, NIR, 1/MO- 0/TRADING
CRS (Client Relationship Summary) - RIA
Click below to view Matthew Kristian Todsen'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®
Experience
Current
February 14, 2012 - Present
COOPER MCMANUS
Office #1: 9870 Research Drive, Irvine, CA 92618RIA
CRD#: 111458
IRVINE, CA
Current
March 27, 2020 - Present
CAMBRIDGE INVESTMENT RESEARCH, INC.
Office #1: 9870 Research Dr., Irvine, CA 92618BD
CRD#: 39543
Irvine, CA
Past
February 13, 2012 - March 27, 2020
SECURITIES AMERICA, INC.
BD
CRD#: 10205
IRVINE, CA
Past
November 9, 2010 - February 13, 2012
PACIFIC WEST FINANCIAL CONSULTANTS INC
RIA
CRD#: 108728
RENTON, WA
Past
November 5, 2010 - February 13, 2012
PACIFIC WEST SECURITIES, INC.
BD
CRD#: 6390
COSTA MESA, CA
Past
September 30, 2005 - November 18, 2010
LPL FINANCIAL LLC
RIA
CRD#: 6413
COSTA MESA, CA
Past
September 30, 2005 - November 18, 2010
LPL FINANCIAL LLC
BD
CRD#: 6413
COSTA MESA, CA
Past
October 18, 2002 - October 25, 2005
UBS FINANCIAL SERVICES INC.
BD
CRD#: 8174
WEEHAWKEN, NJ
Past
October 7, 2002 - October 25, 2005
UBS FINANCIAL SERVICES INC.
RIA
CRD#: 8174
ORANGE, CA
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".
CM
COOPER MCMANUS
401KAMERICA | WEST PRIVATE WEALTH MANAGEMENT | THE PURMORT GROUP | TAX SMART INVESTING & PLANNING | TADMAN FINANCIAL | SYV WEALTH ADVISORS | ROYAL GLOBAL ASSET MANAGEMENT LLC | RIDGE FINANCIAL PLANNING | RICCIO WEALTH MANAGEMENT | PRUDENCE WEALTH ADVISORY | PEARL FINANCIAL | NEWPORT INVESTORS | MORGAN STERLING PRIVATE WEALTH MANAGEMENT | MKT WEALTH MANAGEMENT | LORRIMER PRIVATE WEALTH MANAGEMENT | LINDSEY AND LINDSEY WEALTH MANAGEMENT | LEFT LANE FINANCIAL | LDW CONSULTING GROUP | LARSON FINANCIAL SERVICES, INC. | KERR FINANCIAL FAMILY | K.W. JONES WEALTH | IRVINE WEALTH MANAGEMENT | HARRINGTON FINANCIAL | FIRST PRINCIPLES WEALTH MANAGEMENT | FINANCIAL CLARITY GUIDES | FAIR PLANET ADVISORS | EVERGREEN WEALTH ADVISORY GROUP | EHG FINANCIAL | CROSS FINANCIAL INVESTMENTS | COOPER MCMANUS | COOPER FINANCIAL GROUP | CB WEALTH ADVISORY | AVANA WEALTH MANAGEMENT | ATLAS INDICATORS INVESTMENT ADVISORS | ASCENT WEALTH MANAGEMENT
CRD#: 111458 / SEC#: 801-61944
RIA
Registered Investment Advisory firm - (4/7/2003 Approved)California
Registered Investment Advisory firm - (4/9/2003 Terminated)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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alabama(3/30/2020)
RR
Arizona(3/27/2020)
IAR
California(2/14/2012)
RR
California(3/27/2020)
RR
Colorado(3/27/2020)
RR
Florida(3/27/2020)
RR
Georgia(3/27/2020)
RR
Hawaii(10/15/2025)
RR
Massachusetts(7/28/2022)
RR
Mississippi(3/27/2020)
RR
Nevada(3/27/2020)
RR
Tennessee(3/27/2020)
IAR
Texas(8/5/2014)
RR
Texas(3/27/2020)
RR
Washington(9/21/2020)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
CM
COOPER MCMANUS
401KAMERICA | WEST PRIVATE WEALTH MANAGEMENT | THE PURMORT GROUP | TAX SMART INVESTING & PLANNING | TADMAN FINANCIAL | SYV WEALTH ADVISORS | ROYAL GLOBAL ASSET MANAGEMENT LLC | RIDGE FINANCIAL PLANNING | RICCIO WEALTH MANAGEMENT | PRUDENCE WEALTH ADVISORY | PEARL FINANCIAL | NEWPORT INVESTORS | MORGAN STERLING PRIVATE WEALTH MANAGEMENT | MKT WEALTH MANAGEMENT | LORRIMER PRIVATE WEALTH MANAGEMENT | LINDSEY AND LINDSEY WEALTH MANAGEMENT | LEFT LANE FINANCIAL | LDW CONSULTING GROUP | LARSON FINANCIAL SERVICES, INC. | KERR FINANCIAL FAMILY | K.W. JONES WEALTH | IRVINE WEALTH MANAGEMENT | HARRINGTON FINANCIAL | FIRST PRINCIPLES WEALTH MANAGEMENT | FINANCIAL CLARITY GUIDES | FAIR PLANET ADVISORS | EVERGREEN WEALTH ADVISORY GROUP | EHG FINANCIAL | CROSS FINANCIAL INVESTMENTS | COOPER MCMANUS | COOPER FINANCIAL GROUP | CB WEALTH ADVISORY | AVANA WEALTH MANAGEMENT | ATLAS INDICATORS INVESTMENT ADVISORS | ASCENT WEALTH MANAGEMENT
CRD#: 111458 / SEC#: 801-61944
RIA
Registered Investment Advisory firm - (4/7/2003 Approved)California
Registered Investment Advisory firm - (4/9/2003 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
9870 Research Drive, Irvine, CA 92618
Mailing Address
Phone number
(800) 516-5333
Established
Firm type
Fiscal year end
# of Employees
52
SEC notice filing (34 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 6,372 |
| AUM (Assets Under Management) | $ 2,560,714,584 |
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.
