Matthew Mattheisen has been an investment adviser representative at Gambit Capital Management since July 2026, and is not listed among the firm’s executive officers or direct owners. Matthew Mattheisen holds a Bachelor of Arts from Bethel University.
Gambit Capital Management, LLC is a firm with $167M under management, 107 clients and 6 advisers across 4 offices, as of its August 2026 filing.
Matt Mattheisen is Senior Wealth Advisor of Gambit Capital Management, LLC. Matt has more than two decades of experience in wealth management, portfolio construction, and financial planning. Prior to joining Gambit Capital Management, he held advisory positions with Fidelity Investments and Charles Schwab.
Matthew Mattheisen’s longest registration was 7 years at Focus Financial (2018–2026). Before joining Gambit Capital Management in 2026, Matthew Mattheisen was registered through Focus Financial and Charles Schwab & Co., Inc.
- – present · under a yearStillwater, MN · Adviser representative · Firm CRD 318313
- Focus Financial– · 7 yearsMinneapolis, MN · Adviser representative · Firm CRD 116140
- Charles Schwab & Co., Inc.– · 4 yearsSt. Paul, MN · Adviser representative · Firm CRD 5393
- Tiaa-Cref Advice and Planning Services– · 1 yearBloomington, MN · Adviser representative · Firm CRD 20472
Investment adviser representative registrations
Matthew Mattheisen is registered as an investment adviser representative in Minnesota, since July 2026.
- MinnesotaSince 31 July 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 11 July 2013 |
| Series 63 | Uniform Securities Agent State Law Examination | 5 May 2006 |
| Series 7 | General Securities Representative Examination | 1 May 2006 |
| Series 31 | Futures Managed Funds Examination | 29 August 2002 |
| Series 65 | Uniform Investment Adviser Law Examination | 9 August 2002 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Name
- Futures Managed Funds Examination
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Matthew Louis Mattheisen
- CRD
- 4508866
- Firm
- Gambit Capital Management · CRD 318313
- Office
- 221 MAIN STREET NORTH, SUITE 201, Stillwater, MN 55082
- Registration
- Investment adviser registration
- In the industry since
- August 2005
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- gambitcm.com
Where does Matthew Mattheisen work?
Matthew Mattheisen is an investment adviser representative registered through Gambit Capital Management, LLC since July 2026, and is not listed among the firm’s executive officers or direct owners.
Is Matthew Mattheisen a financial advisor?
Yes. Matthew Mattheisen has a current investment-adviser registration in Minnesota, through Gambit Capital Management since July 2026.
How many years of experience does Matthew Mattheisen have?
Matthew Mattheisen has 21 years in the financial industry, since August 2005, across 4 adviser firms.
What exams has Matthew Mattheisen passed?
Matthew Mattheisen has passed 5 licensing exams: the Series 65, Series 31, Series 7, Series 63 and Series 66. The earliest, the Series 65, was passed in August 2002. FINRA credited Matthew Mattheisen with the SIE, which began in October 2018.
Where did Matthew Mattheisen work before Gambit Capital Management?
Before Gambit Capital Management, Matthew Mattheisen was registered through Charles Schwab & Co., Inc., September 2014 to November 2018; Tiaa-Cref Advice and Planning Services, July 2013 to September 2014.
Where is Matthew Mattheisen based?
Matthew Mattheisen’s registered office is in Stillwater, MN.
Is Matthew Mattheisen registered with FINRA?
No. Matthew Mattheisen has no current broker registration.
How can I verify Matthew Mattheisen’s record?
Search CRD 4508866 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Matthew Mattheisen’s full registration record.
