Matthew Joseph Folsom
Investment adviser representative at U.S. Bancorp Advisors, LLC
10 yearsExperience
1 stateRegistered in
$1.8BFirm assets
17 yearsFirm in business
Are you Matthew Joseph Folsom? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- U.S. Bancorp Advisors, LLCFeb 2026 to now
- U.S. Bancorp Investments, Inc.Oct 2021 to Feb 2026
- U.S. BankNov 2020 to Oct 2021
- Gradient Securities, LLCNov 2019 to Nov 2020
- Gradient Advisors, LLCAug 2018 to Nov 2019
- Case Central, LLCNov 2017 to Nov 2020
- Invest Financial CorporationMar 2016 to Nov 2017
Exams passed
- Series 66 · Uniform Combined State Law2011
State registrations
Registered as an investment adviser representative in 1 state (MN).
U.S. Bancorp Advisors, LLC
$1.8BAssets managed
3,343Clients
1,161Advisers
17 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5682992
- Firm CRD
- 14455