Matthew David Engelmann

Employer firm

Lifestage Wealth Management, Inc. CRD 116143

$74.6M regulatory AUM 2 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)

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

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

Current Employers

Employment History

• 10/2011 → 09/2016
  Berthel Fisher & Company Financial Services, Inc.
  Rogers, MN
• 10/2016 → Present
  Lifestage Wealth Management, Inc.
  Coon Rapids, MN

Previous Registrations

• 2014-01-31 → 2016-09-30
  Berthel, Fisher & Company Financial Services, Inc.
  Minneapolis, MN

Other Businesses

LIFESTAGE WEALTH MANAGEMENT, INC.-Y-199 COON RAPIDS BLVD, STE 101, COON RAPIDS, MN 55433-INVESTMENT ADVISORY-INVESTMENT ADVISOR REPRESENTATIVE-09/30/2016-120-120-PROVIDE INVESTMENT ADVISORY AND FINANCIAL PLANNING SERVICES. 3 RIVERS COMPANY LLC-N-199 COON RAPIDS BLVD, STE 101, COON RAPIDS, MN 55433-TAX, ACCOUNTING, AND INSURANCE-OWNER/PRESIDENT-10/01/2016-140-80-TAX PREPARATION, BUSINESS CONSULTING, AND INSURANCE SALES.

Exams

• S66 Uniform Combined State Law Examination
  2004-08-11

Other Names

• Matthew Engelmann