Matthew Alan Svendsen

Employer firm

Osaic Wealth, Inc. CRD 23131

$235B regulatory AUM 56,660 advisory clients

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2012 → Present
  Isagenix International, Llc
  Gilbert, AZ
• 08/2015 → Present
  Be Brave Live Free Inc
  Woodbury, MN
• 01/2022 → Present
  Hazel Property Llc
  Woodbury, MN
• 06/2022 → 01/2024
  Woodbury Financial Services Inc
  Woodbury, MN
• 01/2024 → Present
  Osaic Wealth, Inc.
  Woodbury, MN

Previous Registrations

• 2022-06-27 → 2024-01-19
  Woodbury Financial Services, Inc.
  Woodbury, MN
  Mckinney, TX
  Woodbury, MN
• 2014-01-28 → 2015-01-21
  Woodbury Financial Services, Inc.
  Oakdale, MN

Other Businesses

1) BE BRAVE LIVE FREE INC; NON-INV RELATED; 4277 ARBOR BAY / WOODBURY MN 55129; INDEPENDENT CONTRACTOR RELATIONSHIP WITH ISAGENIX INTERNATIONAL LLC (NETWORK MARKETING ORGANIZATION); PRESIDENT/CFO/SECRETARY; OWNER; START DATE = 08/2015; HRS/MONTH = 6; HRS DURING SECURITIES TRADING HRS = 6. DUTIES = MAINTENANCE OF COMPANY BOOKS, BUSINESS/FINANCIAL/TAX REPORTING (NO SALES ACTIVITIES) 2) ISAGENIX INTERNATIONAL LLC; NON-INV RELATED; 155 E RIVULON BLVD / GILBERT AZ 85297; NETWORK MARKETING INDUSTRY; TITLE = CONSULTANT; START DATE = 01/2012; HRS/MONTH = 1; HRS DURING SECURITIES TRADING HRS = 1. DUTIES = BUSINESS/FINANCIAL/TAX REPORTING (NO SALES ACTIVITIES). 3) HAZEL PROPERTY LLC POSITION: OWNER NATURE: SINGLE-MEMBER LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2022 ADDRESS: 4277 ARBOR BAY, WOODBURY MN 55129, United States DESCRIPTION: PROPERTY MANAGEMENT / LANDLORD DUTIES INCLUDE: RENT COLLECTION, TAX REPORTING & PROPERTY MAINTENANCE 4) ISAGENIX INTERNATIONAL LLC POSITION: SOLE PROPRIETOR NATURE: SOLE PROPRIETORSHIP INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/01/2012 ADDRESS: 4277 ARBOR BAY, WOODBURY MN 55129, United States DESCRIPTION: MY DUTIES INCLUDE BUSINESS/FINANCIAL/TAX REPORTING (NO SALES ACTIVITIES). 5) BE BRAVE LIVE FREE INC POSITION: PRESIDENT, CFO & SECRETARY NATURE: S CORPORATION INVESTMENT RELATED: No NUMBER OF HOURS: 6 SECURITIES TRADING HOURS: 6 START DATE: 08/01/2015 ADDRESS: 4277 ARBOR BAY, WOODBURY MN 55129, United States DESCRIPTION: DUTIES INCLUDE MAINTENANCE OF COMPANY BOOKS/RECORDS AND BUSINESS/FINANCIAL/TAX REPORTING. (I DO NOT CONDUCT ANY SALES ACTIVITIES) 6) MATT SVENDSEN FIXED INSURANCE SOLE PROPRIETORSHIP POSITION: Agent NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 11/14/2022 ADDRESS: 4277 Arbor Bay, Woodbury MN 55129, United States DESCRIPTION: I hold an active life insurance license. I have the ability to recommend and sell fixed life insurance and fixed annuity products. 7) BE BRAVE LIVE FREE INC POSITION: PRESIDENT, CFO & SECRETARY NATURE: S CORPORATION INVESTMENT RELATED: No NUMBER OF HOURS: 6 SECURITIES TRADING HOURS: 6 START DATE: 08/01/2015 ADDRESS: 4277 ARBOR BAY, WOODBURY MN 55129, United States DESCRIPTION: DUTIES INCLUDE MAINTENANCE OF COMPANY BOOKS/RECORDS AND BUSINESS/FINANCIAL/TAX REPORTING. (I DO NOT CONDUCT ANY SALES ACTIVITIES)

Exams

• S66 Uniform Combined State Law Examination
  2022-07-26
• S65 Uniform Investment Adviser Law Examination
  2002-10-21
• S63 Uniform Securities Agent State Law Examination
  2002-06-21

Designations

• Certified Financial Planner