Matthew D. Engelmann

LIFESTAGE WEALTH MANAGEMENT

Coon Rapids, MN 55433

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CRD#: 4820270

Professional summary

Matthew David Engelmann, who also goes by Matthew Engelmann, is a registered financial advisor currently at LIFESTAGE WEALTH MANAGEMENT, INC. located in Coon Rapids, Minnesota.

Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Matthew has worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Matthew Engelmann

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. ROCK RIDGE BENEFITS-N-2183 NORTHDALE BLVD NW, MINNEAPOLIS, MN 55433-INSURANCE SALES-INSURANCE AGENT-05/01/2008-80-80-SELL FIXED INSURANCE PRODUCTS. 2. SIP WEALTH MANAGEMENT-N-2183 NORTHDALE BLVD NW, MINNEAPOLIS, MN 55433-DBA-REGISTERED REP-01/01/2014-80-80-SELL FIXED INCOME, INSURANCE. 3.ROGERS TOASTMASTERS-N-21370 JOHN MILLESS DR, ROGERS, MN 55374-NON-PROFIT, PUBLIC SPEAKING GROUP-VP OF EDUCATION-05/01/2015-4-0-VICE PRESIDENT OF EDUCATION, WEEKLY MEETINGS. 4.ROGERS ROTARY CLUB-N-20930 135TH AVE N, ROGERS, MN 55374-SERVICE CLUB- GENERAL CLUB MEMBER-5/1/2015-5-0-ATTEND WEEKLY MEETINGS, COMMUNITY SERVICE OPPORTUNTIES. 5. THREE RIVERS TAX SERVICE-N-13795 HILL PLACE DR., ROGERS, MN 55374-TAX PREP-OWNER-9/1/2015-15-5-TAX PREP AND RELATED SERVICES.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew David Engelmann'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

September 30, 2016 - Present

LIFESTAGE WEALTH MANAGEMENT, INC.

Office #1: 299 Coon Rapids Blvd. Suite 205, Coon Rapids, MN 55433

RIA

CRD#: 116143

Coon Rapids, MN

Past

January 31, 2014 - September 30, 2016

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.

RIA

CRD#: 13609

MINNEAPOLIS, MN

Past

October 4, 2011 - September 30, 2016

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.

CRD#: 13609

MINNEAPOLIS, MN

Past

June 30, 2009 - October 4, 2011

FINTEGRA, LLC

CRD#: 16741

APPLE VALLEY, MN

Past

October 18, 2004 - July 3, 2007

PROSPERA FINANCIAL SERVICES, INC.

CRD#: 10740

DALLAS, TX

Past

July 20, 2004 - October 15, 2004

THE O.N. EQUITY SALES COMPANY

CRD#: 2936

CINCINNATI, OH

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
(9/30/2016)

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 66

Date: 8/11/2004

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 9/30/2016

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 7/19/2004

General Securities Representative Examination

Current Firm

LIFESTAGE WEALTH MANAGEMENT, INC.

LIFESTAGE WEALTH MANAGEMENT, INC. | MILLER GREEN FINANCIAL ADVISORS, INC

CRD#: 116143 / SEC#:

Minnesota

Registered Investment Advisory firm - (4/8/2002 Approved)

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Contact information

Main Address

199 Coon Rapids Blvd, Suite 101, Coon Rapids, MN 55433

Mailing Address

Phone number

(952) 431-5200

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	122
AUM (Assets Under Management)	$ 50,012,370

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 D. Engelmann

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

LIFESTAGE WEALTH MANAGEMENT, INC.

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.

FINTEGRA, LLC

PROSPERA FINANCIAL SERVICES, INC.

THE O.N. EQUITY SALES COMPANY

State Registrations and Notice Filings

Exams

Series 66

Date: 8/11/2004

SIE

Date: 9/30/2016

Series 7

Date: 7/19/2004

Current Firm

LIFESTAGE WEALTH MANAGEMENT, INC.

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

LIFESTAGE WEALTH MANAGEMENT, INC.

TRUST BUT VERIFY

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