Mat Thomsen, CFP®, CRPC®

VP - Financial Consultant

+1 952-404-5696

Financial credentials

  • CERTIFIED FINANCIAL PLANNER™ Certificant
  • Chartered Retirement Planning Counselor℠
  • Series 7, 66 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

6 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2023-present
  • Financial Advisor, Ameriprise Financial, 2018-2022
  • Financial Advisor, Summit Wealth Advocates, 2022-2023

Education

  • Bachelors, University of Wisconsin Milwaukee

Standard mailing address:

Charles Schwab & Co, Inc
Orlando Operation Center
P.O. Box 628291
Orlando, FL 32862-8291

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