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Mathew Phillip Coyle

Advanced Capital Group

Minneapolis, MN

CRD 4016002

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Employer firm

Advanced Capital Group CRD 109673

$30.0B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Advanced Capital Group

50 South Sixth Street Suite 975, Minneapolis, MN 55402 • United States

Current Registrations

AuthorityCategoryStatusDate
WI RA APPROVED 2024-10-01
IA RA APPROVED 2019-05-07
MN RA APPROVED 2019-05-07
  • WI RA
    APPROVED
    Since 2024-10-01
  • IA RA
    APPROVED
    Since 2019-05-07
  • MN RA
    APPROVED
    Since 2019-05-07

Branch Locations

50 South Sixth Street Suite 975, Minneapolis, MN 55402 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Sovereign Wealth Solutions, Inc. Excelsior MN 10/2007 06/2017
  • 10/2007 → 06/2017
    Sovereign Wealth Solutions, Inc.
    Excelsior, MN
Previous Registrations
  • 2014-01-10 → 2017-11-09
    Sovereign Wealth Solutions, Inc.
    Excelsior, MN
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2003-10-29
S63 Uniform Securities Agent State Law Examination 2000-03-28
  • S66 Uniform Combined State Law Examination
    2003-10-29
  • S63 Uniform Securities Agent State Law Examination
    2000-03-28
Designations
  • Certified Financial Planner

View on SEC IAPD

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