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Brendan Keith Roath

Money Matters

Minnetonka, MN

CRD 4585481

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Employer firm

Money Matters CRD 121795

$24.6M regulatory AUM 3 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • TAX RETURN PREPARATION, TAX PLANNING, SMALL BUSINESS CONSULTING

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

Current Employers
Money Matters

12800 Whitewater Drive Suite 100, Minnetonka, MN 55343-9347 • United States

Current Registrations

AuthorityCategoryStatusDate
MN RA APPROVED 2018-06-01
  • MN RA
    APPROVED
    Since 2018-06-01

Branch Locations

12800 Whitewater Drive Suite 100, Minnetonka, MN 55343-9347 • 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
Money Matters, Inc. Minnetonka MN 02/2018 Present
Ctb Financial Services Minneapolis MN 06/2015 01/2018
  • 02/2018 → Present
    Money Matters, Inc.
    Minnetonka, MN
  • 06/2015 → 01/2018
    Ctb Financial Services
    Minneapolis, MN
Designations
  • Certified Financial Planner

View on SEC IAPD

Nearby Firms

MERCED CAPITAL, L.P.
AMERIPRISE FINANCIAL SERVICES, LLC
CRESSET ASSET MANAGEMENT, LLC

Nearby Investors

MATTHEW DAVID OSENDORF
JEANNINE LOUISE STRAND MARQUEZ
RACHAEL MICHELLE PERAZA

Nearby Offices

MERCED CAPITAL, L.P. · MINNETONKA, MN
AMERIPRISE FINANCIAL SERVICES, LLC · Minnetonka, MN
CRESSET ASSET MANAGEMENT, LLC · MINNETONKA, MN

More in Minnetonka, MN

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