Angela Marie Mattson

Employer firm

Keystone Wealth Advisors, Incorporated CRD 153418

$201M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2024 → Present
  Keystone Wealth Advisors, Inc.
  Eagan, MN
• 09/2023 → 12/2023
  Keystone Wealth Advisors, Inc.
  Minneapolis, MN
• 05/2023 → 08/2023
  Unemployed-S65 Study
  Mendota Heights, MN
• 12/2020 → 05/2023
  Heidi Brandenburg, Dds.
  Edina, MN
• 11/2019 → 12/2020
  Unemployed/Stay At Home Parent/Teacher
  Mendota Heights, MN
• 05/2017 → 10/2019
  Sunrise Senior Living
  Roseville, MN
• 05/2015 → 04/2017
  Mission Health Senior Living
  Crystal, MN

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-11-29