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Matthew Lee Gulbransen

MLG WEALTH MANAGEMENT, INC.·WOODBURY, Minnesota
SIE, Series 6TO, Series 7, Series 66Clean record19 years registeredMLG WEALTH MANAGEMENT, INC.
796 BIELENBERG DR., WOODBURY, MN 55125CRD# 4920019Firm CRD# 308193

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Matthew Lee Gulbransen · WOODBURY, MN
Registration
CRD #4920019 · MLG WEALTH MANAGEMENT, INC. · 19 years registered
Brand Profile
Not yet started
01

Career History

PINE GROVE FINANCIAL GROUP
Jun 2020 – present
ADVISORNET WEALTH MANAGEMENT
Dec 2013 – Jul 2020
WOODBURY, MN
CETERA ADVISOR NETWORKS LLC
Dec 2013 – Apr 2018
WOODBURY, MN
LPL FINANCIAL LLC
Jun 2007 – Nov 2013
EAGAN, MN
02

Registrations & Exams

FINRA examinations passed
SIE
Series 6TO
Series 7
Series 66
Registration record
First registered · June 15, 2007
Years registered · 19
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
MLG WEALTH MANAGEMENT, INC.
CRD 308193 · SEC 801-118868
AUM
$1.0B
Regulatory assets under management
Employees
20
3,984 client accounts
Services offered by MLG WEALTH MANAGEMENT, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Charitable organization or education services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
Nonprofits & Foundations
View all advisors at MLG WEALTH MANAGEMENT, INC. →
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05

Frequently Asked Questions

What services does Matthew Lee Gulbransen offer?
Matthew Lee Gulbransen specializes in Financial Planning, Investment Management. Contact their office in WOODBURY, Minnesota for a consultation.
What are Matthew Lee Gulbransen's credentials?
Matthew Lee Gulbransen is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Matthew Lee Gulbransen located?
Matthew Lee Gulbransen is based in WOODBURY, Minnesota, working with MLG WEALTH MANAGEMENT, INC.. Their office serves clients in the WOODBURY metropolitan area and surrounding communities.
How does Matthew Lee Gulbransen charge for services?
Matthew Lee Gulbransen's firm is compensated through percentage of aum, subscription fees, other: co-advisory fees for assets managed by other investment advisors. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is MLG WEALTH MANAGEMENT, INC.?
MLG WEALTH MANAGEMENT, INC. has approximately 20 employees and manages $1.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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