Wealth Management Advisor @ U.S. Bancorp Investments, Inc. (October 2021 - February 2026)
Case Manager @ (August 2018 - November 2020)
President and Financial Advisor @ Northwoods Wealth Management (August 2018 - November 2020)
Financial Advisor @ (March 2016 - November 2017)
Client Associate @ U.S. Bancorp Investments, Inc. (June 2011 - March 2016)
Account Services @ U.S. Bancorp Investments, Inc. (December 2010 - June 2011)
Matthew Folsom Education
College for Financial Planning
Certified Financial Planner™ Certification Program
2015-2017
Thomas Edison State University
Bachelor of Science - BS
2015-2015
Matthew Folsom Summary
Matthew Folsom, based in Circle Pines, MN, US, is currently a Wealth Management Advisor at U.S. Bancorp Advisors. Matthew Folsom brings experience from previous roles at U.S. Bancorp Investments, Inc., Gradient Financial Group, Northwoods Wealth Management and TopLine Federal Credit Union. Matthew Folsom holds a 2015 - 2017 Certified Financial Planner™ Certification Program @ College for Financial Planning. Matthew Folsom has 1 mobile phone numbers on RocketReach.
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