Matthew Alexander Cosgriff

Current Employers

Apella Wealth

65 Memorial Drive Suite C340, West Hartford, CT 06107 • United States

Current Registrations

Authority	Category	Status	Date
CT	RA	APPROVED	2026-07-16
MN	RA	APPROVED	2026-07-16

CT RA
APPROVED

Since 2026-07-16
MN RA
APPROVED

Since 2026-07-16

Branch Locations

65 Memorial Drive Suite C340, West Hartford, CT 06107 • United States

Scandia, MN • 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

Organization	City	State	From	To
Kdv Wealth Management, Llc	Bloomington	MN	10/2014	06/2023
Sageview Advisory Group, Llc	Newport Beach	CA	07/2023	12/2025
Creative Planning, Llc	Eden Prairie	MN	12/2025	02/2026
Apella Wealth	West Harford	CT	07/2026	Present
Mac Holdings Inc	Scandia	MN	02/2026	07/2026

10/2014 → 06/2023

Kdv Wealth Management, Llc

Bloomington, MN
07/2023 → 12/2025

Sageview Advisory Group, Llc

Newport Beach, CA
12/2025 → 02/2026

Creative Planning, Llc

Eden Prairie, MN
07/2026 → Present

Apella Wealth

West Harford, CT
02/2026 → 07/2026

Mac Holdings Inc

Scandia , MN

Previous Registrations

2025-12-11 → 2026-03-02

Creative Planning

Eden Prairie, MN

Overland Park, KS
2023-08-07 → 2026-01-13

Creative Planning Institutional Advisors, Llc

Newport Beach, CA

Golden Valley, MN

Eden Prairie, MN
2014-10-21 → 2023-07-17

Bergankdv Wealth Management, Llc

Bloomington, MN

Bloomington, MN
2014-01-27 → 2014-09-22

All Star Financial Inc

Minneapolis, MN

Other Businesses

Matt Cosgriff is involved in a Podcast to give investment advice. Will not be related to his current role at Apella Wealth, does not help promote or solicit the business.

Current Employers

Apella Wealth

Disclosures

Employment History

Previous Registrations

Other Businesses

Designations

Other Names

Other Firms

Other Investors

Other Offices

Reviews