Matthew Toelke

Current Employers

Xcelsior Advisor Partners Llc

Scottsdale, AZ • United States

Current Registrations

Authority	Category	Status	Date
CO	RA	APPROVED	2025-03-10

CO RA
APPROVED

Since 2025-03-10

Branch Locations

Wheat Ridge, CO • United States

Scottsdale, AZ • 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

Organization	City	State	From	To
Charles Schwab & Co., Inc.	Lone Tree	CO	11/2014	08/2019
E*Trade Capital Management Llc	Centennial	CO	11/2019	11/2020
Paychex, Inc.	Denver	CO	11/2020	05/2024
Excelsior Wealth Management Llc	Chicago	IL	05/2024	11/2025
Excelsior Advisor Network	Denver	CO	01/2025	Present

11/2014 → 08/2019

Charles Schwab & Co., Inc.

Lone Tree, CO
11/2019 → 11/2020

E*Trade Capital Management Llc

Centennial, CO
11/2020 → 05/2024

Paychex, Inc.

Denver, CO
05/2024 → 11/2025

Excelsior Wealth Management Llc

Chicago, IL
01/2025 → Present

Excelsior Advisor Network

Denver, CO

Previous Registrations

2024-08-20 → 2025-11-17

Excelsior Wealth Management Llc

Denver, CO

Chicago, IL
2020-01-30 → 2020-11-19

Harrisdirect Llc

Arlington, VA

Centennial, CO
2015-12-21 → 2019-08-27

Charles Schwab & Co., Inc.

Orlando, FL

Lone Tree, CO

Other Businesses

1) INSURANCE AGENT: START DATE 7/2025: 5099 GARRISON ST, B6, WHEAT RIDGE, CO 80033: LIFE AND HEALTH INSURANCE; 10 HRS/MTH DURING SECURITIES TRADING HOURS: AGENT

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2024-08-19
S66	Uniform Combined State Law Examination	2015-12-16

S65 Uniform Investment Adviser Law Examination

2024-08-19
S66 Uniform Combined State Law Examination

2015-12-16

Other Names

Matt P Toelke
Matthew Ryan
Matthew P Toelke
Matthew Patrick Toelke

View on SEC IAPD