Matthew John Koski

Current Employers

Employment History

• 06/2017 → 03/2020
  Advisornet Financial Inc
  Maple Grove, MN
• 01/2015 → 05/2017
  St Cloud State University
  St Cloud, MN
• 05/2016 → 01/2017
  Ibm
  Rochester, MN
• 06/2017 → 03/2022
  Cetera Advisor Networks Llc
  El Segundo, CA
• 04/2019 → 11/2020
  Advisornet Financial Inc. Dba Advisornet Financial Partners
  Maple Grove, MN
• 09/2017 → 03/2022
  Advisornet Financial Inc Dba Portfolio Partners
  Maple Grove, MN
• 03/2022 → 09/2023
  Ameriprise Financial Services, Llc
  Follansbee, WV
• 03/2022 → 09/2023
  American Enterprise Investment Services, Inc.
  Follansbee, WV
• 10/2023 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 10/2023 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 10/2023 → Present
  Sterling Retirement Resources Inc
  Wayzata, MN

Previous Registrations

• 2022-04-21 → 2023-10-05
  Ameriprise Financial Services, Llc
  Follansbee, WV
  Minneapolis, MN
• 2018-02-22 → 2022-03-22
  Cetera Wealth Services, Llc
  Minnetonka, MN
  Lewisburg, WV
  Minnetonka, MN

Other Businesses

1. NAME OF OTHER BUSINESS: STERLING RETIREMENT RESOURCES INC INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: DBA FOR FINANCIAL SERVICES START DATE: 10/2023 POSITION/TITLE/RELATIONSHIP: PORTFOLIO MANAGER APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 32 BRIEF DESCRIPTION OF DUTIES: INVESTMENT MANAGEMENT, TRADING, AND SUPPORTING THE ADVISORS AT STERLING RETIREMENT RESOURCES;

Exams

• S66 Uniform Combined State Law Examination
  2018-02-12

Other Names

• Matt Koski