Matthew John Lindstrom

Employer firm

Wealth Enhancement Advisory Services, LLC CRD 116407

$122B regulatory AUM 327 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• Educational seminars
• ERISA 3(38) INVESTMENT MANAGER

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

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

Current Employers

Employment History

• 02/2021 → Present
  Wealth Enhancement Group
  Plymouth, MN
• 08/2018 → 02/2021
  Ss&C Technologies
  Minneapolis, MN
• 06/2018 → 08/2018
  Unemployed
  Excelsior, MN
• 02/2018 → 05/2018
  Luther Auto Collision & Glass
  Plymouth, MN
• 05/2017 → 01/2018
  Sps Commerce
  Minneapolis, MN
• 12/2015 → 04/2017
  Unemployed
  Excelsior, MN
• 02/2021 → 06/2025
  Lpl Financial, Llc
  Plymouth, MN
• 06/2022 → Present
  Wealth Enhancement Brokerage Services
  Plymouth, MN
• 06/2022 → Present
  Wealth Enhancement Advisory Services
  Plymouth, MN

Other Businesses

1. 12/22/2020 - REAL ESTATE RENTAL/ REAL ESTATE RENTAL/ INVESTMENT RELATED/ 1%/ 2647 & 2649 SHANNON LANE, MOUND, MN 55364

Exams

• S66 Uniform Combined State Law Examination
  2022-03-25

Other Names

• Matthew Lindstrom
• Matt Lindstrom