Briggs Allan Matsko

Current Employers

Employment History

• 02/1977 → 01/2025
  Lincoln Financial Advisors Corporation
  Sacramento, CA
• 01/2025 → Present
  Osaic Wealth, Inc.
  Sacramento, CA

Previous Registrations

• 1997-07-08 → 2025-01-24
  Osaic Fa, Inc.
  Sacramento, CA
  Grass Valley, CA
  Sacramento, CA
  Folsom, CA
  Sacramento, CA
  Grass Valley, CA

Other Businesses

1) BRIGGS A. MATSKO, CFP 8880 CAL CENTER DRIVE, SUITE 220 SACRAMENTO, CA 95826-3229 CATEGORY: INSURANCE INVESTMENT-RELATED: YES TITLE: AGNET DUTIES: OFFERS ACCIDENT/HEALTH INSURNACE, DISABILITY INSURANCE, FIXED/INDEXED ANNUITIES, HEALTH SAVINGS ACCOUNTS AND TRADITIONAL LIFE INSURANCE PRODUCTS START DATE: 1/1977 HOURS PER MONTH: 20 HOURS PER MONTH DURING TRADING HOURS: 20 2)MATSKO CONSULTING GROUP (MCG) LLC, 15359 CLEMENTIA CIRCLE, RANCHO MURIETA, CA 95683. CATEGORY: LEGAL UNITY. INVESTMENT-RELATED: NO TITLE: LIMITED PARTNER/CONSULTANT, DUTIES: ENTITY USED FOR CONSULTING SERVICES, START DATE: 01/01/2010 HOURS PER MONTH: 40, HOURS PER MONTH DURING TRADING HOURS:5 3) BRIGGS MATSKO 8880 CAL CENTER DRIVE, SUITE 220 SACRAMENTO, CA 95826-3229 CATEGORY: INSURANCE INVESTMENT-RELATED: YES TITLE: AGENT DUTIES: OFFERS ACCIDENT/HEALTH INSURANCE, DISABILITY INSURANCE, FIXED/INDEXED ANNUITIES, LONG-TERM CARE INSURANCE AND TRADITIONAL LIFE INSURANCE PRODUCTS START DATE: 1/1997 HOURS PER MONTH: 20 HOURS PER MONTH DURING TRADING HOURS: 20 4) BRIGGS A MATSKO AUTHOR - "MASTER YOUR FINANCIAL SUCCESS" POSITION: Author NATURE: I co-authored one chapter in an 11 chapter book called "Master Your Financial Success". My chapter is on Retirement Planning. The purpose of the book is purely educational. INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 10/01/2019 ADDRESS: 8880 Cal Center Drive, Ste 220, Sacramento CA 95826, United States DESCRIPTION: Author a chapter in a book on Retirement Planning 5) MOMENTUM VALUE PARTNERS LLC 8880 CAL CENTER DR. STE. 220, SACRAMENTO, CA 95683 CATEGORY: LEGAL ENTITY/INSURANCE INVESTMENT RELATED: YES TITLE: OWNER/AGENT DUTIES: LEGAL ENTITY THROUGH WHICH PRACTICE WILL BE MANAGED AND FIXED INSURANCE PRODUCTS OFFERED AND SERVICED. FIXED PRODUCTS INCLUDE FIXED AND INDEXED ANNUITIES, LONG-TERM CARE, AND TRADITIONAL LIFE INSURANCE. START DATE: 12/2/24 HOURS PER MONTH: 3 HOURS PER MONTH DURING TRADING HOURS: 3 6) MATSKO CONSULTING GROUP (MCG) LLC POSITION: Owner/Partner NATURE: Consulting to the financial services industry (institutions and independent planners) on process. No sale or recommendations of securities. No solicitation to the general public. INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 5 START DATE: 01/01/2010 ADDRESS: 15359 Clementia Cir, Rancho Murieta CA 95683, United States DESCRIPTION: Consulting specifically around a process led approach (not product specific) for income distribution planning. This encompasses the use of my own proprietary, copyrighted and patent pending materials. The process is defined by the acronym EASE which stands for Engagement, Analysis, Solutions and Evaluation. Primarly I will be charging consulting fees to companies to help them develop their income distibution strategies with their various distribution channels.

Exams

• S63 Uniform Securities Agent State Law Examination
  1994-12-19

Designations