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Matthew L. Mcclellan

LOCORR DISTRIBUTORS
Excelsior, MN 55331
Some features on this profile are disabled
CRD#: 5838894
MM

Professional summary

Matthew Lee Mcclellan, CIMA® is a registered financial professional currently at LOCORR DISTRIBUTORS, LLC located in Excelsior, Minnesota.

Matthew is registered as a RR (Registered Representative) and started their career in finance in 2010. Matthew has worked at 4 firms and has passed the Series 63, SIE, Series 7 and Series 6 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

None

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) - BD

Click below to view Matthew Lee Mcclellan'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®
CIMA®

Certified Investment Management Analyst

Experience

Current

January 7, 2022 - Present

LOCORR DISTRIBUTORS, LLC

Office #1: 687 Excelsior Blvd, Excelsior, MN 55331
BD
CRD#: 41782
Excelsior, MN
Past

July 7, 2021 - December 20, 2021

FRANKLIN DISTRIBUTORS, LLC

BD
CRD#: 109064
St. Petersburg, FL
Past

June 15, 2020 - July 7, 2021

FRANKLIN TEMPLETON FINANCIAL SERVICES CORP.

BD
CRD#: 13594
ST. PETERSBURG, FL
Past

September 29, 2010 - July 7, 2021

FRANKLIN/TEMPLETON DISTRIBUTORS, LLC

BD
CRD#: 332
ST. PETERSBURG, FL

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

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
Florida
(1/7/2022)
RR
Minnesota
(1/7/2022)

Exams

State Security Law Exam
RR
Series 63
Date: 6/10/2011
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 11/30/2012
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 9/28/2010
Investment Company Products/Variable Contracts Representative Examination
SRO Registrations
RR
FINRA

Current Firm

LD
LOCORR DISTRIBUTORS, LLC
LOCORR DISTRIBUTORS, LLC | STRATEGIC TRADING, INC. | OCTAVUS LLC

CRD#: 41782 / SEC#: , 8-49568

BD
Broker-Dealer Firm Regulated by FINRA (Kansas City district office)
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Contact information

Main Address
687 Excelsior Blvd, Excelsior, MN 55331
Mailing Address
687 Excelsior Blvd, Excelsior, MN 55331
Phone number
(952) 767-6900
Established
Minnesota since 02/07/2003
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (13 States and Territories)

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

Documents

Direct owners and executive officers

NamePositionCRD#
OCTAVUS GROUP LLCOWNER
KINZIE, KEVIN MICHAELCEO4384324
ESSEN, JON CHADWICKPRINCIPAL, CFO, FINOP2469593
HULL, BRIAN FRANCISCCO2685889

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

LOCORR DISTRIBUTORS, LLC

CRD#: 41782Excelsior, MN 55331

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