Unclaimed Profile

Matthew Jordan Yale

VIKING FUND MANAGEMENT LLC·MINOT, North Dakota

SIE, Series 6, Series 7TO, Series 28, Series 63, Series 65, Series 99TOClean record3 years registeredVIKING FUND MANAGEMENT LLC

1 MAIN ST NORTH, MINOT, ND 58703CRD# 6457668Firm CRD# 107927

Profile Verification

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

Identity

Matthew Jordan Yale · MINOT, ND

Registration

CRD #6457668 · VIKING FUND MANAGEMENT LLC · 3 years registered

Brand Profile

Not yet started

Career History

LPL FINANCIAL LLC

Jul 2023 – present

LPL FINANCIAL LLC

Jan 2023 – present

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7TO

Series 28

Series 63

Series 65

Series 99TO

Registration record

First registered · January 23, 2023

Years registered · 3

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

VIKING FUND MANAGEMENT LLC

CRD 107927 · SEC 801-56605

AUM

$848M

Regulatory assets under management

Employees

12 client accounts

Services offered by VIKING FUND MANAGEMENT LLC

Per Form ADV

Portfolio management (pooled investments)

Client types served by the firm

Per Form ADV

Institutional Investors

View all advisors at VIKING FUND MANAGEMENT LLC →

Introduction

Speak with Matthew

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Matthew is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in MINOT?

Browse all registered financial advisors in MINOT, North Dakota or claim this profile if it's yours.

Browse MINOT Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Matthew Jordan Yale offer?

Matthew Jordan Yale specializes in Investment Management, Fee-Only Advisory. Contact their office in MINOT, North Dakota for a consultation.

What are Matthew Jordan Yale's credentials?

Matthew Jordan Yale is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Matthew Jordan Yale located?

Matthew Jordan Yale is based in MINOT, North Dakota, working with VIKING FUND MANAGEMENT LLC. Their office serves clients in the MINOT metropolitan area and surrounding communities.

How does Matthew Jordan Yale charge for services?

Matthew Jordan Yale's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is VIKING FUND MANAGEMENT LLC?

VIKING FUND MANAGEMENT LLC has approximately 5 employees and manages $848M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →