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Matthew Richard Norland

Private Advisor Group, LLC

Mankato, MN

Morristown, NJ

CRD 5082066

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Employer firm

Private Advisor Group, LLC CRD 155216

$44.3B regulatory AUM 1,033 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:

Current Employers
Private Advisor Group, Llc

305 Madison Avenue, Morristown, NJ 07960 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-08-02
MN RA APPROVED 2022-03-16
  • TX RA
    APPROVED
    Since 2024-08-02
  • MN RA
    APPROVED
    Since 2022-03-16

Branch Locations

503 Long Street, Mankato, MN 56001 • United States

305 Madison Avenue, Morristown, NJ 07960 • 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
Lpl Financial Llc (F/K/A Linsco Private Ledger) Mankato MN 02/2006 Present
Investors Financial Group, Llc Mankato MN 07/2012 07/2022
Private Advisor Group, Llc Morristown NJ 03/2022 Present
  • 02/2006 → Present
    Lpl Financial Llc (F/K/A Linsco Private Ledger)
    Mankato, MN
  • 07/2012 → 07/2022
    Investors Financial Group, Llc
    Mankato, MN
  • 03/2022 → Present
    Morristown, NJ
Previous Registrations
  • 2014-01-13 → 2022-07-25
    Investors Financial Group
    Mankato, MN
    Plymouth, MN
    Mankato, MN
Other Businesses

(1) 7/26/2012: Norland Financial, LLC - Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Time Spent 1% - This LLC is for the purpose of my office rental agreement, paying the utility bills, paying the office related expenses, obtaining commercial liability insurance, etc. (2) 10/21/2013: Meyer & Norland Financial Group - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business). (3) 11/11/2015: No Business Name - Not Investment Related - At Reported Business Location(s) - Other-Notary - 1 Hours Per Month During Securities Trading - Notary public. (4) 03/30/2022 - Private Advisor Group, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Start Date 03/18/2022 - 160 Hours Per Month/ 160 Hours During Trading - I provide investment advisory services through Private Advisor Group, LLC, an independent investment advisor firm. I started this business activity in 3/2022. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. (5) 04/07/2022 - Private Advisor Group - DBA: Meyer & Norland Financial Group, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA- Start Date - 03/18/2022- 160 Hours Per Month/130 Hours During Securities Trading - I provide investment advisory services through Private Advisor Group, an independent investment advisor firm. I started this business activity in 4/2022. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. (6) 12/18/2024 - Midwest Plaza, LLC - Real Estate Rental - Investment Related - Mankato, MN - Start Date 12/18/2024 - 1 hour per motnh/ 0 hours during trading (7) 12/18/2024 - Midwest Plaza, LLC - Business Entity For Tax/Investment Purposes Only - Investment Related - 505 Long Street, Mankato, MN 56001 - Start Date 12/18/2024 - 1 hour per month/ 0 hours during trading

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2006-04-26
  • S66 Uniform Combined State Law Examination
    2006-04-26
Designations
  • Certified Financial Planner
Other Names
  • Matthew Norland
  • Matthew Richard Norland
  • Matthew Richard Norland, Cfp

View on SEC IAPD

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