Matthew Lindstrom has been Member/Chief Compliance Officer of Mountain Pacific Investment Advisers since November 2020, is a control person of the firm and directly owns between 50% and 75% of it. Matthew Lindstrom holds a Bachelor of Science from Brigham Young University and a Master of Accountancy from Brigham Young University.
Mountain Pacific Investment Advisers, LLC is a Boise, ID firm with $934M under management, 319 clients and 5 advisers in one office, as of its March 2026 filing.
Matt Lindstrom is an investment adviser representative and principal of Mountain Pacific Investment Advisers, based in Boise, Idaho. He joined Mountain Pacific in 2017. Before that, he worked in accounting and finance for Gold Fields and Suncor Energy in Denver, Colorado, and earlier as an auditor for Ernst & Young in Denver from 2006 to 2010.
- – present · 9 yearsBoise, ID · Adviser representative · Firm CRD 104749
Professional designations
Listed by Mountain Pacific Investment Advisers
- Chartered Financial Analyst (CFA) Charterholder
Investment adviser representative registrations
Matthew Lindstrom is registered as an investment adviser representative in 2 states, as a resident of Texas. The first approvals date from February 2017; the most recent is Texas, in May 2022.
- IdahoSince 16 February 2017
- TexasResidentSince 17 May 2022
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 16 February 2017 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Matthew Michael Lindstrom
- CRD
- 5431721
- Firm
- Mountain Pacific Investment Advisers · CRD 104749
- Role
- Member/Chief Compliance Officer
- Office
- 877 WEST MAIN STREET, SUITE 704, Boise, ID 83702
- Registration
- Investment adviser registration
- In the industry since
- February 2017
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- mountain-pacific.com
Where does Matthew Lindstrom work?
Matthew Lindstrom has been Member/Chief Compliance Officer of Mountain Pacific Investment Advisers, LLC since November 2020, and is a control person of the firm.
Is Matthew Lindstrom a financial advisor?
Yes. Matthew Lindstrom has a current investment-adviser registration in Idaho and Texas, through Mountain Pacific Investment Advisers since February 2017.
How many years of experience does Matthew Lindstrom have?
Matthew Lindstrom has 9 years in the financial industry, since February 2017, across 1 adviser firm.
What exams has Matthew Lindstrom passed?
Matthew Lindstrom passed the Series 65 in February 2017.
Where is Matthew Lindstrom based?
Matthew Lindstrom’s registered office is in Boise, ID.
Is Matthew Lindstrom registered with FINRA?
No. Matthew Lindstrom has no current broker registration.
Is Matthew Lindstrom a CFA charterholder?
Mountain Pacific Investment Advisers lists Matthew Lindstrom with the CFA credential (“Chartered Financial Analyst (CFA) Charterholder”) on its website. CFA Institute confirms certification status.
How can I verify Matthew Lindstrom’s record?
Search CRD 5431721 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Matthew Lindstrom’s full registration record.