Matthew R. Stahl

LIV WEALTH MANAGEMENT

LONG LAKE, MN 55356

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CRD#: 4997592

Professional summary

Matthew Roy Stahl, who also goes by Matt Stahl, is a registered financial advisor currently at LIV WEALTH MANAGEMENT located in Long Lake, Minnesota.

Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Matthew has worked at 6 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Matt Stahl

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) 2024-Present: Ascent, LLC/Not Investment Related/Minneapolis, MN/Community Building Organization/Owner & Shareholder/Involves 20% time each month, including during traditional business hours. Advisory firm clients are not solicited to invest in this business activity. 2) 2017-Present: The FITHAUS/Not Investment Related/Long Lake, MN/ Crossfit Gym/Owner/Involves less than 10% time each month, typically after traditional business hours. Advisory firm clients are not solicited to invest in this business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew Roy Stahl'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

January 21, 2025 - Present

LIV WEALTH MANAGEMENT

Office #1: 1850 W. Wayzata Blvd Suite 240, Long Lake, MN 55356

RIA

CRD#: 334397

LONG LAKE, MN

Past

February 22, 2022 - February 28, 2024

FIAT WEALTH MANAGEMENT

RIA

CRD#: 318201

WAYZATA, MN

Past

July 29, 2020 - June 3, 2022

FOUNDATIONS INVESTMENT ADVISORS LLC

RIA

CRD#: 175083

WAYZATA, MN

Past

April 16, 2018 - July 27, 2020

CG ADVISORY SERVICES

RIA

CRD#: 110929

WAYZATA, MN

Past

January 23, 2014 - April 19, 2018

WOODBURY FINANCIAL SERVICES, INC.

RIA

CRD#: 421

WOODBURY, MN

Past

June 29, 2009 - April 19, 2018

WOODBURY FINANCIAL SERVICES, INC.

CRD#: 421

WOODBURY, MN

Past

April 30, 2009 - July 1, 2009

AMERIPRISE FINANCIAL SERVICES, LLC

RIA

CRD#: 6363

EDINA, MN

Past

November 1, 2005 - July 1, 2009

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

EDINA, MN

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
(1/21/2025)

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 66

Date: 11/8/2005

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 4/19/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 10/31/2005

General Securities Representative Examination

Current Firm

LIV WEALTH MANAGEMENT

LIV WEALTH MANAGEMENT | LIV WEALTH MANAGEMENT LLC

CRD#: 334397 / SEC#:

Minnesota

Registered Investment Advisory firm - (1/16/2025 Approved)

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Contact information

Main Address

1850 W. Wayzata Blvd Suite 240, Long Lake, MN 55356

Mailing Address

Phone number

(612) 940-0908

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

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 R. Stahl

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew Roy Stahl's CRS (Customer Relationship Summary).

Certified licenses

Experience

LIV WEALTH MANAGEMENT

FIAT WEALTH MANAGEMENT

FOUNDATIONS INVESTMENT ADVISORS LLC

CG ADVISORY SERVICES

WOODBURY FINANCIAL SERVICES, INC.

WOODBURY FINANCIAL SERVICES, INC.

AMERIPRISE FINANCIAL SERVICES, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 11/8/2005

SIE

Date: 4/19/2018

Series 7

Date: 10/31/2005

Current Firm

LIV WEALTH MANAGEMENT

Contact information

Documents

Red Flags

Company Information

LIV WEALTH MANAGEMENT

TRUST BUT VERIFY

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