Matt Cosgriff, CFP®, CPFA's Email & Phone Number
Retirement Plan Advisor | Wealth Advisor
Matt Cosgriff, CFP®, CPFA's Email Addresses
Matt Cosgriff, CFP®, CPFA's Phone Numbers
Matt Cosgriff, CFP®, CPFA's Work Experience
Retirement Plan Advisor ► Helping Organizations Mitigate Fiduciary Risk
October 2014 to Present
Lifewise Advisors
Financial Advisor ► Helping Young Professionals Be Smart with Their Money
July 2015 to May 2018
Wealth Management Group Leader
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Matt Cosgriff, CFP®, CPFA's Education
Charles Schwab Executive Leadership Program
January 2021 to January 2021
Minnesota State University, Mankato
St. Olaf College
Breck School
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About Matt Cosgriff, CFP®, CPFA's Current Company
BerganKDV
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Frequently Asked Questions about Matt Cosgriff, CFP®, CPFA
What company does Matt Cosgriff, CFP®, CPFA work for?
Matt Cosgriff, CFP®, CPFA works for BerganKDV
What is Matt Cosgriff, CFP®, CPFA's role at BerganKDV?
Matt Cosgriff, CFP®, CPFA is Retirement Plan Advisor ► Helping Organizations Mitigate Fiduciary Risk
What is Matt Cosgriff, CFP®, CPFA's personal email address?
Matt Cosgriff, CFP®, CPFA's personal email address is ma****[email protected]
What is Matt Cosgriff, CFP®, CPFA's business email address?
Matt Cosgriff, CFP®, CPFA's business email address is matt.cosgriff,cfp®,cpfa@***.***
What is Matt Cosgriff, CFP®, CPFA's Phone Number?
Matt Cosgriff, CFP®, CPFA's phone (218) ***-*405
What industry does Matt Cosgriff, CFP®, CPFA work in?
Matt Cosgriff, CFP®, CPFA works in the Financial Services industry.
About Matt Cosgriff, CFP®, CPFA
📖 Summary
Director of Wealth Management @ BerganKDV From May 2018 to Present Retirement Plan Advisor ► Helping Organizations Mitigate Fiduciary Risk @ BerganKDV From October 2014 to Present Financial Advisor ► Helping Young Professionals Be Smart with Their Money @ Lifewise Advisors From July 2015 to May 2018 Associate Advisor @ All Star Financial From August 2013 to August 2014 Paraplanner/Associate Financial Planner @ All Star Financial From August 2011 to August 2013 Wealth Management Group Leader @ BerganKDV
Matt Cosgriff, CFP®, CPFA’s Personal Email Address, Business Email, and Phone Number
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Matt Cosgriff, CFP®, CPFA's Phone Numbers
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Matt Cosgriff, CFP®, CPFA's Ranking
Ranked #155 out of 3,097 for Retirement Plan Advisor ► Helping Organizations Mitigate Fiduciary Risk in Minnesota
Matt Cosgriff, CFP®, CPFA's Personality Type
Extraversion (E), Intuition (N), Feeling (F), Judging (J)
Average Tenure
2 year(s), 0 month(s)
Matt Cosgriff, CFP®, CPFA's Willingness to Change Jobs
Unlikely
Likely
Open to opportunity?
There's 88% chance that Matt Cosgriff, CFP®, CPFA is seeking for new opportunities
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Matt Cosgriff, CFP®, CPFA's Social Media Links
/in/mattcosgriff