Matthew James Fiske

Employer firm

Osaic Wealth, Inc. CRD 23131

$235B regulatory AUM 56,660 advisory clients

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 02/2014 → 03/2019
  Questar Capital Corporation
  Minneapolis, MN
• 01/2014 → Present
  Sandvold Financial Group
  Minnetonka, MN
• 02/2014 → 03/2019
  Questar Asset Management
  Minneapolis, MN
• 03/2019 → Present
  Woodbury Financial Services, Inc.
  Minnetonka, MN
• 03/2019 → 01/2024
  Woodbury Financial Services, Inc.
  Minnetonka, MN
• 01/2024 → Present
  Osaic Wealth, Inc.
  Minnetonka, MN

Previous Registrations

• 2019-03-01 → 2024-01-19
  Woodbury Financial Services, Inc.
  Minnetonka, MN
• 2014-04-04 → 2019-03-01
  Questar Asset Management, Inc.
  Minneapolis, MN
  St Louis Park, MN
  Minnetonka, MN

Other Businesses

1. SANDVOLD FINANCIAL GROUP POSITION: Insurance Agent. NATURE: Sales and service. INVESTMENT RELATED: Yes NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 15 START DATE: 01/28/2014 ADDRESS: 10900 Wayzata Blvd, Suite 100, Minnetonka, MN 55305, United States DESCRIPTION: Fixed annuities, life, LTC, employee benefits. 2. GTL HOLDINGS, LLC POSITION: Partner/Shareholder NATURE: Real estate - Rental INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/28/2014 ADDRESS: 10008 Fillmore St NE, Blaine MN 55434, United States DESCRIPTION: GTL Holdings, LLC owns rental property & receive rental income from tenants. 3.SANDVOLD FINANCIAL GROUP POSITION: Insurance Agent NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 01/14/2014 ADDRESS: 10900 Wayzata Blvd, Suite 100, Minnetonka MN 55305, United States DESCRIPTION: Provide Insurance or annuities to clients

Exams

• S63 Uniform Securities Agent State Law Examination
  2014-04-04
• S65 Uniform Investment Adviser Law Examination
  2014-04-03