Unclaimed Profile

Matthew James Gulseth

RESOURCES INVESTMENT ADVISORS, LLC·OVERLAND PARK, Kansas

SIE, Series 7, Series 63, Series 65CFPClean record19 years registeredRESOURCES INVESTMENT ADVISORS, LLC

4860 COLLEGE BLVD., OVERLAND PARK, KS 66211CRD# 3061492Firm CRD# 106766

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Matthew James Gulseth · OVERLAND PARK, KS

Registration

CRD #3061492 · RESOURCES INVESTMENT ADVISORS, LLC · 19 years registered

Brand Profile

Not yet started

Career History

SAGEVIEW ADVISORY GROUP, LLC

Dec 2021 – present

BUKATY COMPANIES FINANCIAL SERVICES

Dec 2014 – Dec 2014

GOLDEN VALLEY, MN

RESOURCES INVESTMENT ADVISORS

Dec 2014 – Jan 2022

GOLDEN VALLEY, MN

FINANCIAL ADVOCATES ADVISORY SERVICES

Jan 2014 – Dec 2014

OLYMPIA, WA

LPL FINANCIAL LLC

Nov 2010 – Mar 2017

GOLDEN VALLEY, MN

NRP ADVISORS, INC.

Jan 2009 – Nov 2010

GOLDEN VALLEY, MN

NRP ADVISORS, INC.

Mar 2008 – Dec 2008

MINNEAPOLIS, MN

NRP FINANCIAL, INC.

Jul 2007 – Dec 2007

GOLDEN VALLEY, MN

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Series 65

Registration record

First registered · July 27, 2007

Years registered · 19

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

ONEDIGITAL INVESTMENT ADVISORS LLC

CRD 106766 · SEC 801-40622

AUM

$107.1B

Regulatory assets under management

Employees

550

57,121 client accounts

Services offered by ONEDIGITAL INVESTMENT ADVISORS LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

High Net Worth Individuals

View all advisors at ONEDIGITAL INVESTMENT ADVISORS LLC →

Introduction

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Frequently Asked Questions

What services does Matthew James Gulseth offer?

Matthew James Gulseth specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in OVERLAND PARK, Kansas for a consultation.

What are Matthew James Gulseth's credentials?

Matthew James Gulseth holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Matthew James Gulseth located?

Matthew James Gulseth is based in OVERLAND PARK, Kansas, working with RESOURCES INVESTMENT ADVISORS, LLC. Their office serves clients in the OVERLAND PARK metropolitan area and surrounding communities.

How does Matthew James Gulseth charge for services?

Matthew James Gulseth's firm is compensated through percentage of aum, hourly charges, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is RESOURCES INVESTMENT ADVISORS, LLC?

RESOURCES INVESTMENT ADVISORS, LLC has approximately 550 employees and manages $107.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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