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Littleton, CO • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2026-07-29 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| General Mills, Inc. | Golden Valley | MN | 08/2016 | 05/2018 |
| Mcdonnell Family Foundation | Plymouth | MN | 08/2018 | 10/2020 |
| Berthel Fisher & Company Financial Services, Inc. | Maple Grove | MN | 10/2020 | 11/2023 |
| Bfc Planning, Inc. | Maple Grove | MN | 01/2021 | 11/2023 |
| Fidelity Investments | Lone Tree | CO | 11/2023 | 02/2024 |
| Lpl Financial Llc | Maple Grove | MN | 06/2024 | Present |
| Gmat Ninja Tutoring Llc | Denver | CO | 08/2023 | Present |
Salaried as the President of the McDonnell Family Foundation, a private foundation headquartered at 8509 Hotchkiss Loop, Littleton, CO 80125. This business is NOT investment-related, but rather is a charitable giving foundation. This Foundation is not related to other advisory business conducted by Matthew. Approximately 20 hours per month are devoted to this role, none of which occur during trading hours. The President is charged with conducting due diligence on potential charity partners, conducting meetings of the Board of Directors, and distributing grants to charities.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-05-18 |
| S66 | Uniform Combined State Law Examination | 2020-12-22 |
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