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MS

Matthew Steiger

DAKOTA WEALTH
Stillwater, MN 55082
Some features on this profile are disabled
CRD#: 5679483
MS

Professional summary

Matthew Steiger, who also goes by Matthew Thomas Steiger, Matthew Steiger, is a registered financial advisor currently at DAKOTA WEALTH, LLC located in Stillwater, Minnesota.

Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2009. Matthew has worked at 5 firms and has passed the Series 63, Series 65, Series 7TO, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Matthew Thomas Steiger | Matthew Steiger

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew Steiger'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

April 7, 2026 - Present

DAKOTA WEALTH, LLC

Office #1: 423 S Main St E1, Stillwater, MN 55082
RIA
CRD#: 297987
Stillwater, MN
Past

October 16, 2019 - March 13, 2026

COLUMBIA MANAGEMENT INVESTMENT DISTRIBUTORS, INC.

BD
CRD#: 840
Minneapolis, MN
Past

April 5, 2019 - March 13, 2026

COLUMBIA MANAGEMENT INVESTMENT ADVISERS, LLC

RIA
CRD#: 108257
BOSTON, MA
Past

April 19, 2017 - November 15, 2017

STILLWATER INVESTMENT MANAGEMENT, LLC

RIA
CRD#: 132237
STILLWATER, MN
Past

July 21, 2009 - June 4, 2010

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
MINNEAPOLIS, 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".
DW
DAKOTA WEALTH, LLC
DAKOTA WEALTH MANAGEMENT | SPRINGSIDE PARTNERS | OAKMONT PARTNERS | DAKOTA WEALTH, LLC

CRD#: 297987 / SEC#: 801-114097

RIA
Registered Investment Advisory firm - (10/8/2018 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
(4/7/2026)

Exams

State Security Law Exam
RR
Series 63
Date: 12/14/2021
Uniform Securities Agent State Law Examination
State Security Law Exam
IAR
Series 65
Date: 2/4/2017
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 10/16/2019
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 5/10/2019
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 7/20/2009
General Securities Representative Examination

Current Firm

DW
DAKOTA WEALTH, LLC
DAKOTA WEALTH MANAGEMENT | SPRINGSIDE PARTNERS | OAKMONT PARTNERS | DAKOTA WEALTH, LLC

CRD#: 297987 / SEC#: 801-114097

RIA
Registered Investment Advisory firm - (10/8/2018 Approved)
PREMIUM
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Contact information

Main Address
11376 N. Jog Road Suite 101, Palm Beach Gardens, FL 33418-1752
Mailing Address
Phone number
(561) 774-8101
Established
Firm type
Fiscal year end
# of Employees
78

SEC notice filing (37 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

DAKOTA WEALTH FORM ADV PART 2A (10/15/2025)

Regulatory assets under management

Total Number of Accounts9,786
AUM (Assets Under Management)$ 6,335,261,507

Accountant surprise examination report

Filing DateForm ADV-E CoverForm ADV-E Report
06/10/2025
Cover Page
Report
09/13/2024
Cover Page
Report
11/21/2023
Cover Page
Report
01/18/2023
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

DAKOTA WEALTH, LLC

CRD#: 297987Stillwater, MN 55082

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