Matthew Michael Masyga

Employer firm

Ae Wealth Management, LLC CRD 282580

$49.8B regulatory AUM 10 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

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

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

Current Employers

Employment History

• 10/2020 → 01/2022
  Ae Wealth Management, Llc
  Topeka, KS
• 10/2019 → 01/2022
  Lundervold Financial, Llc
  Lake Elmo, MN
• 09/2015 → 10/2019
  University Of St. Thomas
  Saint Paul, MN
• 05/2018 → 08/2018
  Merchant'S Bank
  Winona, MN
• 01/2022 → 10/2022
  Sbi Wealth Management
  Bloomington, MN
• 05/2022 → 10/2022
  Advisornet Wealth Management
  Minneapolis, MN
• 10/2022 → Present
  Ae Wealth Management, Llc
  Topeka, KS
• 10/2022 → Present
  Lundervold Financial, Llc
  Lake Elmo, MN

Previous Registrations

• 2022-05-12 → 2022-10-24
  Advisornet Wealth Partners
  Minnetonka, MN
  Bloomington, MN
• 2020-10-06 → 2022-01-28
  Ae Wealth Management, Llc
  Oakdale, MN
  Lake Elmo, MN

Other Businesses

Lundervold Financial, LLC; Yes, Investment Related;8665 Hudson Blvd N, #110, Lake Elmo MN 55042; Insurance Sales; Agent; Start Date 7/1/2023; Approx. 0 hours a month; Approx. 0 hours during trading; Insurance and Annuity Sales

Exams

• S65 Uniform Investment Adviser Law Examination
  2020-08-24

Other Names

• Matthew Masyga