Angela Mattson has been an investment adviser representative at Keystone Wealth Advisors since January 2024, and is not listed among the firm’s executive officers or direct owners.
Keystone Wealth Advisors, Incorporated is an Eagan, MN firm with $201M under management, 66 clients and 3 advisers across 4 offices, as of its June 2026 filing.
- – present · 2 yearsMendota Heights, MN · Adviser representative · Firm CRD 153418
Investment adviser representative registrations
Angela Mattson is registered as an investment adviser representative in Minnesota, since January 2024.
- MinnesotaSince 11 January 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 29 November 2023 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Angela Marie Mattson
- CRD
- 7853901
- Firm
- Keystone Wealth Advisors · CRD 153418
- Office
- Mendota Heights, MN
- Registration
- Investment adviser registration
- In the industry since
- January 2024
- Disciplinary history
- Not yet shown here · SEC record
Where does Angela Mattson work?
Angela Mattson is an investment adviser representative registered through Keystone Wealth Advisors, Incorporated since January 2024, and is not listed among the firm’s executive officers or direct owners.
Is Angela Mattson a financial advisor?
Yes. Angela Mattson has a current investment-adviser registration in Minnesota, through Keystone Wealth Advisors since January 2024.
How many years of experience does Angela Mattson have?
Angela Mattson has 2 years in the financial industry, since January 2024, across 1 adviser firm.
What exams has Angela Mattson passed?
Angela Mattson passed the Series 65 in November 2023.
Where is Angela Mattson based?
Angela Mattson’s registered office is in Mendota Heights, MN.
Is Angela Mattson registered with FINRA?
No. Angela Mattson has no current broker registration.
How can I verify Angela Mattson’s record?
Search CRD 7853901 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Angela Mattson’s full registration record.