Best Investors Account Sign in
Inactive

Brendan Keith Roath

Money Matters

Minnetonka, MN

Claim This Profile
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

View on SEC IAPD

Other Firms

MERCED CAPITAL, L.P.
AMERIPRISE FINANCIAL SERVICES, LLC
CRESSET ASSET MANAGEMENT, LLC
CAPTRUST
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
ORGEL WEALTH MANAGEMENT, LLC
PINE RIVER CAPITAL MANAGEMENT L.P.
DGV SOLUTIONS LP

Other Investors

MATTHEW DAVID OSENDORF
JEANNINE LOUISE STRAND MARQUEZ
RACHAEL MICHELLE PERAZA
GRANT RONALD FJOSNE
Sean M McCullough
David Douglas Roderick
GINGER RAE EWING
MICAH CHARLES BENWAY

Other Offices

MERCED CAPITAL, L.P. · MINNETONKA, MN
AMERIPRISE FINANCIAL SERVICES, LLC · Minnetonka, MN
CRESSET ASSET MANAGEMENT, LLC · MINNETONKA, MN
CAPTRUST · Minnetonka, MN
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC · MINNETONKA, MN
CRESSET ASSET MANAGEMENT, LLC · Minnetonka, MN
ORGEL WEALTH MANAGEMENT, LLC · Minnetonka, MN
ORGEL WEALTH MANAGEMENT, LLC · Minnetonka, MN

More in Minnetonka, MN

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor