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MW

Matthew M. Wright

CAHILL FINANCIAL ADVISORS
Edina, MN 55439
Some features on this profile are disabled
CRD#: 4939680
MW

Professional summary

Matthew M Wright, who also goes by Matthew M Wright, is a registered financial advisor currently at CAHILL FINANCIAL ADVISORS, INC. located in Edina, Minnesota.

Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2009. Matthew has worked at 6 firms and has passed the Series 63, Series 65, SIE and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Matthew M Wright

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) Avantax Planning Partners, Inc.|Investment-Related|Victoria, MN|Investment Adviser|Investment Analyst III|08/2023|80 hrs/month all of which are during securities trading hours|Duties: providing client portfolio analysis and recommendations. 2) Summit Wealth Advocates|Investment-Related|Victoria, MN|Investment Adviser|Chief Investment Officer/Investment Advisor Representative|08/2016|80 hrs/month all of which are during securities trading hours|Duties: providing client portfolio analysis and recommendations.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew M Wright'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®
None

Experience

Current

October 1, 2025 - Present

CAHILL FINANCIAL ADVISORS, INC.

Office #1: 7261 Ohms Lane, Edina, MN 55439
RIA
CRD#: 109890
Edina, MN
Past

July 9, 2024 - January 9, 2025

LOGAN PARK WEALTH MANAGEMENT

RIA
CRD#: 299007
MINNEAPOLIS, MN
Past

August 3, 2023 - May 24, 2024

AVANTAX PLANNING PARTNERS, INC.

RIA
CRD#: 106237
Victoria, MN
Past

September 1, 2016 - March 28, 2024

SUMMIT WEALTH ADVOCATES, LLC

RIA
CRD#: 151330
Victoria, MN
Past

March 1, 2016 - July 1, 2016

AMERIPRISE FINANCIAL SERVICES, LLC

RIA
CRD#: 6363
EDINA, MN
Past

October 7, 2015 - July 1, 2016

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
EDINA, MN
Past

July 8, 2009 - September 25, 2015

LPL FINANCIAL LLC

BD
CRD#: 6413
EDEN PRAIRIE, MN

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".
CAHILL FINANCIAL ADVISORS, INC.
CAHILL FINANCIAL ADVISORS, INC.
CAHILL FINANCIAL ADVISORS, INC. | MIDWEST INVESTMENT ADVISORS, INC.

CRD#: 109890 / SEC#: 801-18388

RIA
Registered Investment Advisory firm - (2/10/1983 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
(10/1/2025)
IAR
Texas
(10/1/2025)

Exams

State Security Law Exam
RR
Series 63
Date: 7/31/2009
Uniform Securities Agent State Law Examination
State Security Law Exam
IAR
Series 65
Date: 4/16/2007
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
SIE
Date: 7/1/2016
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 7/7/2009
General Securities Representative Examination

Current Firm

CAHILL FINANCIAL ADVISORS, INC.
CAHILL FINANCIAL ADVISORS, INC.
CAHILL FINANCIAL ADVISORS, INC. | MIDWEST INVESTMENT ADVISORS, INC.

CRD#: 109890 / SEC#: 801-18388

RIA
Registered Investment Advisory firm - (2/10/1983 Approved)
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Contact information

Main Address
7261 Ohms Lane, Edina, MN 55439
Mailing Address
Phone number
(952) 926-1659
Established
Firm type
Fiscal year end
# of Employees
20

SEC notice filing (25 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

CAHILL FINANCIAL ADVISORS ADV PART 2A DATED MARCH 28, 2025 (3/28/2025)

Regulatory assets under management

Total Number of Accounts3,813
AUM (Assets Under Management)$ 1,432,327,484

Accountant surprise examination report

Filing DateForm ADV-E CoverForm ADV-E Report
09/26/2024
Cover Page
Report
11/21/2023
Cover Page
Report

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.

Company Information

CAHILL FINANCIAL ADVISORS, INC.

CAHILL FINANCIAL ADVISORS, INC.

CRD#: 109890Edina, MN 55439

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