Matthew J. Twedt
CFP
Phone: 641-592-5200
Fax: 641-592-5205
E-mail: matthew.twedt@securianma.com
Matthew’s main concentration involves assisting motivated professionals to develop and maintain a comprehensive financial strategy by clearly identifying their financial goals and objectives, then working towards developing, implementing and maintaining a comprehensive financial strategy. Matthew gives sound professional advice and is determined to help his clients reach their financial goals and objectives utilizing a wide range of financial products and services.
For Individuals & Businesses:
• Debt Management
• Wealth Accumulation (Investment Solutions)
• College Funding Strategies (529 Plans, Educational IRA’s)
• Retirement Income Strategies (Qualified vs. Non-Qualified Plans, IRA’s, Rollovers)
• Risk Management (Life Insurance, Disability Insurance, Health Insurance)
• Long Term Care Strategies
• Estate Planning (Wealth Succession)
• Business Continuation
Matthew’s Qualifications:
• Bachelor of Science from Minnesota State University, Mankato in Finance with emphasis in Financial Planning and Insurance; Business Administration Minor.
• Member of Beta Gamma Sigma. Membership in Beta Gamma Sigma is the highest recognition a student in a business program accredited by AACSB International can receive.
• Licensed Life & Health Insurance Agent
• FINRA Series 7 Registration
• FINRA Series 66 Registration
• Variable Life & Annuity Licensed
• Registered Representative and Investment Advisor Representative, Securian Financial Services, Inc., Securities Dealer, Member FINRA/SIPC
Personal:
Matthew currently maintains his residence in Albert Lea, MN. In his spare time, Matthew enjoys running, golfing & spending time with his friends & family.
Securian Advisors MidAmerica is independently owned and operated.
#340103 DOFU 6/2011
Tracking #22633
DOFU 7/08
