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AM

Angela M. Mattson

KEYSTONE WEALTH ADVISORS
MENDOTA HEIGHTS, MN
Some features on this profile are disabled
CRD#: 7853901
AM

Professional summary

Angela Marie Mattson is a registered financial advisor currently at KEYSTONE WEALTH ADVISORS, INCORPORATED located in Mendota Heights, Minnesota.

Angela is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Angela has worked at 1 firm and has passed the Series 65 exam.

top-8-questions

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Angela Marie Mattson'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

January 11, 2024 - Present

KEYSTONE WEALTH ADVISORS, INCORPORATED

RIA
CRD#: 153418
MENDOTA HEIGHTS, 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".
KW
KEYSTONE WEALTH ADVISORS, INCORPORATED
CARLSON OLSEN FINANCIAL PARTNERS | KEYSTONE WEALTH ADVISORS, INCORPORATED

CRD#: 153418 / SEC#: 801-71355

RIA
Registered Investment Advisory firm - (4/30/2010 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
(1/11/2024)

Exams

State Security Law Exam
IAR
Series 65
Date: 11/29/2023
Uniform Investment Adviser Law Examination

Current Firm

KW
KEYSTONE WEALTH ADVISORS, INCORPORATED
CARLSON OLSEN FINANCIAL PARTNERS | KEYSTONE WEALTH ADVISORS, INCORPORATED

CRD#: 153418 / SEC#: 801-71355

RIA
Registered Investment Advisory firm - (4/30/2010 Approved)
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Contact information

Main Address
150 South Fifth Street Suite 3100, Minneapolis, MN 55402
Mailing Address
Phone number
(612) 465-8118
Established
Firm type
Fiscal year end
# of Employees
3

SEC notice filing (2 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

FORM ADV PART 2A AND 2B OLSEN AND CARLSON (7/1/2025)

Regulatory assets under management

Total Number of Accounts64
AUM (Assets Under Management)$ 191,425,402

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

KEYSTONE WEALTH ADVISORS, INCORPORATED

CRD#: 153418Mendota Heights, MN

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