Matthew Gustafson
Investment adviser representative at Coppell Advisory Solutions LLC
10 yearsExperience
1 stateRegistered in
$1.1BFirm assets
15 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
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.
- Coppell Advisory Solutions LLCJan 2026 to now
- Freedom Private WealthJun 2025 to now
- LululemonMay 2024 to Apr 2025
- Victra: Verizon Authorized RetailerOct 2023 to Apr 2024
- University of Utah - Office of AdmissionsFeb 2023 to Aug 2023
- BarbacosMay 2022 to Aug 2022
- University of UtahAug 2021 to May 2025
- StarbucksMay 2021 to Aug 2021
- Axiom FitnessApr 2020 to Aug 2020
- Rocky Mountain High SchoolAug 2017 to May 2021
- UnemployedJan 2016 to Jul 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (ID).
Coppell Advisory Solutions LLC
Legal name: Fusion Investment Advisors LLC
$1.1BAssets managed
8,850Clients
82Advisers
15 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
- 8211756
- Firm CRD
- 156549