Matthew John Kohler

Current Employers

Employment History

• 08/2016 → 12/2017
  Minot State University
  Minot, ND
• 06/2016 → 08/2017
  Ameriprise Financial Services, Inc.
  Williston, ND
• 11/2017 → 12/2021
  Concorde Investment Services, Llc
  Livonia, MI
• 02/2018 → 12/2021
  Concorde Asset Management, Llc
  Livonia, MI
• 01/2022 → Present
  Dfpg Investments, Llc
  Sandy, UT

Previous Registrations

• 2018-02-05 → 2021-12-20
  Concorde Asset Management, Llc
  Williston, ND
  Ann Arbor, MI

Other Businesses

1. Zoe Life Outreach; Non-investment related; North Dakota; Non-profit; Board Member; 01/2022; 0% during business hours; Serve on a board for non-profit providing a place of restoration for individuals working with sex trafficking and human trafficking victims. Attend board meetings, provide feedback to operations and the organization. 2. Matt Kohler-Fixed Insurance; Non-investment related; Williston, North Dakota; Insurance; Financial Advisor; 01/2021; 5% during business hours; Provide fixed insurance to clients 3. Nucleus Financial; Investment related; Williston, North Dakota; Private Corporation; President; 01/2022; 100% during business hours; Securities practice. Asset management, real estate exchange solutions, insurance solutions, financial planning. Will be conducting day-to-day activities as an advisor under the DBA Nucleus Financial.

Exams

• S66 Uniform Combined State Law Examination
  2018-01-19

Other Names

• Matt Kohler