Matthew James Gulseth

Current Employers

Employment History

• 05/1998 → Present
  Self Employed
  Minnetonka, MN
• 07/2011 → 02/2017
  Financial Advocates Advisory Services
  Golden Valley, MN
• 11/2010 → 02/2017
  Lpl Financial Llc
  Golden Valley, MN
• 12/2014 → Present
  Resources Investment Advisors, Inc.
  Leawood, KS
• 07/2007 → Present
  Channel Financial
  Golden Valley, MN
• 03/2017 → Present
  Triad Advisors, Inc.
  Norcross, GA
• 11/2021 → Present
  Creative Planning Institutional Advisors, Llc
  Newport Beach, CA

Previous Registrations

• 2014-12-22 → 2022-01-06
  Onedigital
  Golden Valley, MN
  Overland Park, KS
• 2010-11-30 → 2017-03-02
  Lpl Financial Llc
  Fort Mill, SC
  Golden Valley, MN
  Bryan, OH
  Eden Prairie, MN
• 2014-12-23 → 2014-12-31
  Onedigital
  Golden Valley, MN
  Overland Park, KS
• 2014-01-28 → 2014-12-31
  Financial Advocates Advisory Services
  Olympia, WA
• 2009-01-12 → 2010-11-30
  Nrp Advisors, Inc.
  Golden Valley, MN
  Bryan, OH
• 2008-03-03 → 2008-12-31
  Nrp Advisors, Inc.
  Minnetonka, MN
  Minneapolis, MN
• 2007-07-27 → 2007-12-31
  Nrp Financial, Inc.
  Golden Valley, MN
  Bryan, OH
  Minnetonka, MN

Other Businesses

Channel Brokerage, LLC dba Channel Financial; Yes, investment related; 7500 Highway 55 Suite 225, Golden Valley, MN 55427; Channel Financial provides investment advisory services to group retirement plans clients and individual wealth management clients; Advisor; 40% owner and Pension Consultant; July 2007; 160 hours per month; 160 hours per month during trading hours; In July 2007, I became legally obligated as an employee and partner of Channel Brokerage, to transmit any revenue I generate as a Pension Consultant to Channel Financial.

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-12-27
• S63 Uniform Securities Agent State Law Examination
  1998-07-18

Designations