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Matthew Kelly Sandstrom

Pivotal Wealth And Tax

Preston, MN

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Current Employers
Pivotal Wealth And Tax

141 Fillmore St W, Preston, MN 55965 • United States

Current Registrations

AuthorityCategoryStatusDate
MN RA APPROVED 2025-09-19
TX RA APPROVED 2025-09-19
  • MN RA
    APPROVED
    Since 2025-09-19
  • TX RA
    APPROVED
    Since 2025-09-19

Branch Locations

141 Fillmore St W, Preston, MN 55965 • 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
OrganizationCityStateFromTo
Edward Jones Vancouver WA 12/2018 12/2019
Menards Hermantown MN 02/2015 12/2018
University Of Minnesota Duluth Duluth MN 05/2015 05/2018
Mml Investors Services, Llc Minneapolis MN 04/2020 03/2024
Unemployed Saginaw MN 01/2020 02/2020
Chapwood Securities, Inc./Chapwood Capital Investment Management Plano TX 04/2024 08/2024
Entrewealth, Llc Mckinney TX 09/2024 06/2025
M&E Catalyst Group Minneapolis MN 03/2020 03/2024
Sands Planning Group Dallas TX 07/2025 Present
Pivotal Wealth And Tax Llc Preston MN 09/2025 Present
  • 12/2018 → 12/2019
    Vancouver, WA
  • 02/2015 → 12/2018
    Menards
    Hermantown, MN
  • 05/2015 → 05/2018
    University Of Minnesota Duluth
    Duluth, MN
  • 04/2020 → 03/2024
    Minneapolis, MN
  • 01/2020 → 02/2020
    Unemployed
    Saginaw, MN
  • 04/2024 → 08/2024
    Chapwood Securities, Inc./Chapwood Capital Investment Management
    Plano, TX
  • 09/2024 → 06/2025
    Entrewealth, Llc
    Mckinney, TX
  • 03/2020 → 03/2024
    M&E Catalyst Group
    Minneapolis, MN
  • 07/2025 → Present
    Sands Planning Group
    Dallas, TX
  • 09/2025 → Present
    Pivotal Wealth And Tax Llc
    Preston, MN
Previous Registrations
  • 2024-09-12 → 2025-06-26
    Austin, TX
    Mckinney, TX
  • 2024-04-26 → 2024-09-10
    Chapwood Capital Investment Management, Llc
    Plano, TX
    Mckinney, TX
  • 2020-04-07 → 2024-03-11
    Minneapolis, MN
  • 2019-02-25 → 2020-01-07
    Saginaw, MN
    St Louis, MO
    Tempe, AZ
    Vancouver, WA
Other Businesses

Mr. Sandstrom is licensed in life and health insurance in Texas and, from time to time, may offer clients advice or products in this capacity, for which he may receive commissions from the insurance company if a client elects to purchase products from him. Mr. Sandstrom is an owner of Sands Planning Group, LLC. Sands Planning Group provides business and project management consulting. Mr. Sandstrom receives consulting fees for providing these services.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-02-22
  • S66 Uniform Combined State Law Examination
    2019-02-22
Other Names
  • Matthew Kelly Sandstrom
  • Matt Kelly Sandstrom

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