Matthew P. Toelke
Professional summary
Matthew Patrick Toelke, who also goes by Matthew Ryan, Matt P Toelke, Matthew P Toelke, Matthew Patrick Toelke, is a registered financial advisor currently at EXCELSIOR ADVISOR NETWORK LLC located in Wheat Ridge, Colorado.
Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Matthew has worked at 6 firms and has passed the Series 65, Series 66, SIE, Series 7, Series 10 and Series 9 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Matthew Patrick Toelke's CRS (Customer Relationship Summary).
Certified licenses
Experience
March 10, 2025 - Present
EXCELSIOR ADVISOR NETWORK LLC
August 20, 2024 - November 17, 2025
EXCELSIOR WEALTH MANAGEMENT LLC
November 20, 2020 - May 3, 2024
PAYCHEX SECURITIES CORPORATION
January 31, 2020 - November 19, 2020
E*TRADE SECURITIES LLC
January 30, 2020 - November 19, 2020
HARRISDIRECT LLC
December 21, 2015 - August 27, 2019
CHARLES SCHWAB & CO., INC.
October 30, 2015 - August 27, 2019
CHARLES SCHWAB & CO., INC.
Primary Firm SEC Registration
EXCELSIOR ADVISOR NETWORK LLC
CRD#: 334779 / SEC#: 801-132014
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(3/10/2025)
Exams
Current Firm
EXCELSIOR ADVISOR NETWORK LLC
CRD#: 334779 / SEC#: 801-132014
Contact information
SEC notice filing (12 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 78 |
| AUM (Assets Under Management) | $ 150,007,226 |
Red Flags
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