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Todd Anthony Mathison

Impact Retirement Advisors

Savage, MN

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Current Employers
Impact Retirement Advisors

Savage, MN • United States

Current Registrations

AuthorityCategoryStatusDate
MN RA APPROVED 2024-06-07
  • MN RA
    APPROVED
    Since 2024-06-07

Branch Locations

Savage, MN • 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
Intervest International Equities Corp Colorado Springs CO 09/2011 12/2020
Fringe Benefits Design Bloomington MN 06/2011 03/2024
Onegroup Wealth Partners, Inc. Savage MN 12/2021 05/2024
Bpas Inc Utica NY 07/2021 05/2024
Hand Securities Inc Houston TX 03/2022 05/2024
Impact Retirement Advisors Ll Savage MN 05/2024 Present
  • 09/2011 → 12/2020
    Intervest International Equities Corp
    Colorado Springs, CO
  • 06/2011 → 03/2024
    Fringe Benefits Design
    Bloomington, MN
  • 12/2021 → 05/2024
    Onegroup Wealth Partners, Inc.
    Savage, MN
  • 07/2021 → 05/2024
    Bpas Inc
    Utica, NY
  • 03/2022 → 05/2024
    Hand Securities Inc
    Houston, TX
  • 05/2024 → Present
    Impact Retirement Advisors Ll
    Savage, MN
Previous Registrations
  • 2022-01-03 → 2024-08-02
    Savage, MN
    Syracuse, NY
  • 2020-12-23 → 2021-09-26
    Bloomington, MN
    Bloomington, MN
  • 2012-12-14 → 2020-11-03
    Intervest International, Inc.
    Bloomington, MN
    Colorado Springs, CO
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2012-12-13
S63 Uniform Securities Agent State Law Examination 2011-11-18
  • S65 Uniform Investment Adviser Law Examination
    2012-12-13
  • S63 Uniform Securities Agent State Law Examination
    2011-11-18
Designations

View on SEC IAPD

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