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Description of Product / Service:
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PROFESSIONAL
Mathew Coyle has spent a decade serving clients in the financial services industry as an investment adviser
and equity trade analyst for multiple Fortune 500 organizations. As a fully registered investment adviser and insurance
representative, Mat has experience helping clients in multiple areas of personal finance. It is this experience that led him to
create Sovereign Wealth Solutions – dedicated solely to teaching clients the benefits of wealth management through Capital
Access Planning.
Mat began his career in personal finance as trading representative for a municipal bond trading and underwriting firm
located within the Minneapolis area. Most recently, he has been employed with a Fortune 500 banking organization
providing equity and fixed income trading services to retail investors. In addition, Mat is a former portfolio consultant to
the University of St. Thomas (UST), Aristotle Fund Endowment Program. A service that advises the UST endowment
fund board of directors on selection and analysis of University investments.
Mat holds the following active licensing with the state of Minnesota:
State of MN, Registered Investment Advisor License #IA-3839
State of MN, Resident Life Producer License # 20430268
State of MN, Resident Life Agency License #40099391
Mat earned a bachelors degree at Drake University with a double major in both Corporate Finance and Insurance. He also
holds a Masters Degree in Economics from the University of St. Thomas in St. Paul, Minnesota.
PERSONAL
After visiting with many clients throughout his career, Mat began to grow concerned that the products and services offered
by many institutions did not go far enough in the area of client wealth protection. It was at this time when he was
introduced to the practice of Capital Access Planning. Mat uses these methods in his own personal finances, and has
devoted his practice to teaching his clients how the strategies can benefit their business or personal net worth.He resides
with his wife, Stephanie and his sons, Brady and Henry. Some of Mat's personal interests include travel, golf, tennis,
biking, exercising, snow boarding, and spending time with his growing family. He is a former collegiate tennis player at
Drake University and taught tennis for many years in his local community. |
