Matthew David Nelson

Current Employers

Employment History

• 10/2006 → 06/2025
  Osaic Wealth, Inc.
  Minneapolis, MN
• 10/2006 → 06/2025
  Focus Financial Network
  Minneapolis, MN
• 06/2025 → Present
  Savvy
  Golden Valley, MN

Previous Registrations

• 2006-11-27 → 2025-06-16
  Focus Financial
  Minneapolis, MN
• 2014-01-13 → 2020-10-26
  Osaic Wealth, Inc.
  Burnsville, MN
  Minneapolis, MN
  Minneapolis, MN
• 2005-09-07 → 2006-10-25
  Cuna Brokerage Services, Inc.
  Bloomington, MN
  Bloomington, MN
• 2000-08-14 → 2002-09-11
  Legacy Financial Group, Inc.
  Overland Park, KS
• 2000-06-29 → 2002-09-06
  Mml Investors Services, Llc
  Overland Park, KS

Other Businesses

1.) Owner of Perspective Financial Planning, LLC; Business marketing name for financial services; Investment-related; Start date: 01/26/2009; Full time; Address: personal residence. 2.) Managing Partner at Perspective 6 Wealth Advisors LLC; Business marketing name for financial services; Investment-related; Start date: 01/01/2021; Full time; Address: 1000 Shelard Pkwy, Suite 250, Minneapolis, MN 55426. 3.) Insurance Agent; Offering fixed insurance products; Investment-related; Start date: 10/20/2007; 10 hours per month; Address: 1000 Shelard Pkwy, Suite 250, Minneapolis, MN 55426

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-12-21
• S63 Uniform Securities Agent State Law Examination
  1998-07-31

Designations

Other Names

• Matt Nelson