Unclaimed Profile

Matthew David Nelson

FOCUS FINANCIAL NETWORK, INC.·MINNEAPOLIS, Minnesota

SIE, Series 6, Series 7, Series 63, Series 65CFPClean record26 years registeredFOCUS FINANCIAL NETWORK, INC.

1300 GODWARD STREET NE, MINNEAPOLIS, MN 55413CRD# 3025011Firm CRD# 116140

Profile Verification

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

Identity

Matthew David Nelson · MINNEAPOLIS, MN

Registration

CRD #3025011 · FOCUS FINANCIAL NETWORK, INC. · 26 years registered

Brand Profile

Not yet started

Career History

SAVVY

Jun 2025 – present

ROYAL ALLIANCE ASSOCIATES, INC.

Jan 2014 – Oct 2020

MINNEAPOLIS, MN

FOCUS FINANCIAL

Nov 2006 – Jun 2025

MINNEAPOLIS, MN

CUNA BROKERAGE SERVICES, INC.

Sep 2005 – Oct 2006

BLOOMINGTON, MN

LEGACY FINANCIAL GROUP, INC.

Aug 2000 – Sep 2002

OVERLAND PARK, KS

MML INVESTORS SERVICES, INC.

Jun 2000 – Sep 2002

OVERLAND PARK, KS

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 63

Series 65

Registration record

First registered · June 29, 2000

Years registered · 26

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

FOCUS FINANCIAL NETWORK, INC.

CRD 116140 · SEC 801-71117

AUM

$5.4B

Regulatory assets under management

Employees

167

25,365 client accounts

Services offered by FOCUS FINANCIAL NETWORK, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at FOCUS FINANCIAL NETWORK, INC. →

Introduction

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Frequently Asked Questions

What services does Matthew David Nelson offer?

Matthew David Nelson specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in MINNEAPOLIS, Minnesota for a consultation.

What are Matthew David Nelson's credentials?

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

Where is Matthew David Nelson located?

Matthew David Nelson is based in MINNEAPOLIS, Minnesota, working with FOCUS FINANCIAL NETWORK, INC.. Their office serves clients in the MINNEAPOLIS metropolitan area and surrounding communities.

How does Matthew David Nelson charge for services?

Matthew David Nelson's firm is compensated through percentage of aum, hourly charges, subscription fees, other: percentage of assets under management with third party manager. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is FOCUS FINANCIAL NETWORK, INC.?

FOCUS FINANCIAL NETWORK, INC. has approximately 167 employees and manages $5.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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