Michael John Matuska

Employer firm

United Planners' Financial Services Of America A Limited Partner CRD 20804

$12.8B regulatory AUM 483 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers

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

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

Current Employers

Employment History

• 01/2005 → 10/2022
  Catholic United Financial
  St Paul, MN
• 01/2005 → 10/2022
  Catholic United Financial Llc
  St Paul, MN
• 01/2005 → 09/2023
  Richard J Falk Insurance Company, Inc (Rjf, Inc)
  Northfield, MN
• 07/2016 → 01/2020
  Proequities Inc
  Mankato, MN
• 01/2020 → Present
  United Planners Financial Services
  Scottsdale, AZ
• 09/2017 → Present
  Full Circle Financial
  Rochester, MN
• 01/2005 → 09/2023
  Richard J Falk Insurance
  Northfield, MN
• 06/2021 → Present
  Michael J. Matuska
  Mankato, MN

Previous Registrations

• 2016-09-01 → 2020-01-29
  Concourse Financial Group Securities, Inc.
  Mankato, MN
  Rochester, MN
  Mankato, MN

Other Businesses

1.) FULL CIRCLE FINANCIAL - INVESTMENT ADVISOR, PERSONAL FINANCIAL ADVISOR CHARTERED FINANCIAL CONSULTANT - DBA NAME FOR MARKETING PURPOSES ONLY - ROCHESTER, MN - SINCE 09/2017 - INVESTMENT RELATED 2.) MICHAEL J. MATUSKA - AGENT - NON-VARIABLE INSURANCE - MANKATO, MN - SINCE 06/2021 - INVESTMENT RELATED

Exams

• S66 Uniform Combined State Law Examination
  2016-09-29

Designations

• Chartered Financial Consultant

Other Names

• Michael J Matuska
• Mike Matuska
• Michael Matuska