Matthew Jon Finley

Employer firm

Savvy CRD 318493

$5.00B regulatory AUM 265 advisory clients

Reported services (Item 5G)

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

• 07/2013 → 03/2018
  Lpl Financial Llc
  Minneapolis, MN
• 07/2013 → 03/2018
  Investors Financial Group
  Minneapolis, MN
• 03/2018 → 06/2025
  Osaic Wealth, Inc.
  Jersey City, NJ
• 03/2018 → 06/2025
  Focus Financial Network, Inc.
  Minneapolis, MN
• 06/2025 → Present
  Savvy
  Lake Mary, FL

Previous Registrations

• 2018-03-20 → 2025-06-16
  Focus Financial
  Minneapolis, MN
  Lake Mary, FL
  Minneapolis, MN
• 2014-01-13 → 2018-03-22
  Investors Financial Group
  Minneapolis, MN
  Plymouth, MN
• 2010-06-21 → 2013-07-18
  Ameriprise Financial Services, Llc
  Minneapolis, MN

Other Businesses

1.) Owner of Finley Financial LLC; Business marketing name for financial services; Investment-related; Start date: 07/08/2013; Full time; Address: personal residence. 2.) Partner/Member at Perspective 6 Wealth Advisors LLC; Business marketing name for financial services; Investment-related; Start date: 01/01/2021; Full time; Address: 1000 Shelard Pkwy, Suite 250, Minneapolis, MN 55426. 2) Freedom Sports Cards LLC; non-investment related; Lake Mary, Florida; minor son's sports card business; owner on behalf of minor son; Mar 1, 2026; <5 hours/month, 0 during trading; no daily duties, entity set up on behalf of minor son.

Exams

• S63 Uniform Securities Agent State Law Examination
  2009-02-24

Designations

• Certified Financial Planner

Other Names

• Matthew J Finley