Todd A. Mathison

IMPACT RETIREMENT ADVISORS

SAVAGE, MN

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CRD#: 5975762

Professional summary

Todd Anthony Mathison, CFP® is a registered financial advisor currently at IMPACT RETIREMENT ADVISORS located in Savage, Minnesota.

Todd is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Todd has worked at 6 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

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.

1: RENTAL PROPERTY - OWNER OF RENTAL PROPERTY EFFECTIVE 2/7/2020 - $600 PER MONTH NO HOURS DURING TRADING. 2. Insurance Sales; same address; Non-Investment Related; Appx 5% of time during the month

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Todd Anthony Mathison'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®

CFP^®

Certified Financial Planner

Experience

Current

June 7, 2024 - Present

IMPACT RETIREMENT ADVISORS

RIA

CRD#: 330475

SAVAGE, MN

Past

March 23, 2022 - July 10, 2024

HAND SECURITIES, INC

CRD#: 45198

HOUSTON, TX

Past

January 3, 2022 - August 2, 2024

NOTTINGHAM WEALTH PARTNERS, INC.

RIA

CRD#: 306971

Savage, MN

Past

December 23, 2020 - September 26, 2021

FBD ASSET MGMT

RIA

CRD#: 307216

Bloomington, MN

Past

December 14, 2012 - November 3, 2020

INTERVEST INTERNATIONAL, INC.

RIA

CRD#: 111516

BLOOMINGTON, MN

Past

September 16, 2011 - November 3, 2020

INTERVEST INTERNATIONAL EQUITIES CORPORATION

CRD#: 20289

BLOOMINGTON, 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".

IMPACT RETIREMENT ADVISORS

IMPACT RETIREMENT ADVISORS | IMPACT RETIREMENT ADVISORS, LLC

CRD#: 330475 / SEC#: 801-130284

RIA

Registered Investment Advisory firm - (5/16/2024 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
(6/7/2024)

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 65

Date: 12/13/2012

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 11/18/2011

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 9/15/2011

Investment Company Products/Variable Contracts Representative Examination

Current Firm

IMPACT RETIREMENT ADVISORS

IMPACT RETIREMENT ADVISORS | IMPACT RETIREMENT ADVISORS, LLC

CRD#: 330475 / SEC#: 801-130284

RIA

Registered Investment Advisory firm - (5/16/2024 Approved)

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Contact information

Main Address

Savage, MN

Mailing Address

Phone number

(507) 581-6131

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (2 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

2025 IRA FORM ADV PART 2A (3/31/2025)

Regulatory assets under management

Total Number of Accounts	156
AUM (Assets Under Management)	$ 704,008,788

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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Firm Stability Insights

Todd A. Mathison

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Todd Anthony Mathison's CRS (Customer Relationship Summary).

Certified licenses

Experience

HAND SECURITIES, INC

NOTTINGHAM WEALTH PARTNERS, INC.

FBD ASSET MGMT

INTERVEST INTERNATIONAL, INC.

INTERVEST INTERNATIONAL EQUITIES CORPORATION

Primary Firm SEC Registration

IMPACT RETIREMENT ADVISORS

State Registrations and Notice Filings

Exams

Series 65

Date: 12/13/2012

Series 63

Date: 11/18/2011

SIE

Date: 10/1/2018

Series 6

Date: 9/15/2011

Current Firm

IMPACT RETIREMENT ADVISORS

Contact information

SEC notice filing (2 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

IMPACT RETIREMENT ADVISORS

TRUST BUT VERIFY

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