Haakon M. Mathiesen
Professional summary
Haakon Michael Mathiesen is a registered financial professional currently at PRESIDIO MERCHANT PARTNERS LLC located in Denver, Colorado.
Haakon is registered as a RR (Registered Representative) and started their career in finance in 2024. Haakon has worked at 2 firms and has passed the Series 63, Series 79TO and SIE exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Haakon Michael Mathiesen's CRS (Customer Relationship Summary).
Certified licenses
Experience
August 26, 2025 - Present
PRESIDIO MERCHANT PARTNERS LLC
Office #1: 255 Clayton Street, Suite 200, Denver, CO 80206December 2, 2024 - July 31, 2025
MENALTO ADVISORS, LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(8/26/2025)
Exams
Series 79TO
Date: 12/2/2024
Investment Banking Registered Representative ExaminationFINRA
Current Firm
PRESIDIO MERCHANT PARTNERS LLC
CRD#: 46473 / SEC#: , 8-51431
Contact information
FINRA licenses (19 States and Territories)
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| PRESIDIO FINANCIAL PARTNERS LLC DBA THE PRESIDIO GROUP LLC | SHAREHOLDER | |
| COBB, BRODIE LYLE | CEO, CCO | 2286448 |
| COLLINS, ELIZABETH SARAH | FINOP |
Red Flags
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