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RIA / WealthAdvisordual registered (broker-dealer)23 years in industry

MATTHEW KRISTIAN TODSEN

Advisor at COOPER MCMANUS

IRVINE, CA

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 8:45 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Oct 7, 2002 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: COOPER MCMANUS
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Oct 2, 2002earliest registration or exam on IAPD
Years in industry: 23derivedfrom the industry start date
Years at current firm: 14derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 2
Exams: S66
First exam: Oct 2, 2002
First registration: Oct 7, 2002
Dual registered: yes, broker-dealer
Other names: MATT TODSEN
IAPD individual key: 4498631

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
COOPER MCMANUS	Independent wealth	Feb 14, 2012	n/a	yes	IRVINE, CA	Current employment
PACIFIC WEST FINANCIAL CONSULTANTS INC	Former SEC adviser	Nov 9, 2010	Feb 13, 2012	no	RENTON, WA	Previous registration
LPL FINANCIAL LLC	Bd affiliated wealth	Sep 30, 2005	Nov 18, 2010	no	PALM DESERT, CA\|COSTA MESA, CA\|NEWPORT BEACH, CA\|NEWPORT BEACH, CA	Previous registration
UBS FINANCIAL SERVICES INC.	Wirehouse	Oct 7, 2002	Oct 25, 2005	no	ORANGE, CA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
PACIFIC WEST FINANCIAL CONSULTANTS INC	COOPER MCMANUS	Feb 13, 2012	Feb 14, 2012	1	Firm change	Other
LPL FINANCIAL LLC	PACIFIC WEST FINANCIAL CONSULTANTS INC	Nov 18, 2010	Nov 9, 2010	-9	Firm change	Other
UBS FINANCIAL SERVICES INC.	LPL FINANCIAL LLC	Oct 25, 2005	Sep 30, 2005	-25	Firm change	Other

Relationships

Registered with (4)

→ COOPER MCMANUSRegistered adviserregistration: current employment
Feb 14, 2012 to presentfactForm ADV
→ PACIFIC WEST FINANCIAL CONSULTANTS INCRegistered adviserregistration: previous registration
Nov 9, 2010 to Feb 13, 2012factForm ADV
→ LPL FINANCIAL LLCRegistered adviserregistration: previous registration
Sep 30, 2005 to Nov 18, 2010factForm ADV
→ UBS FINANCIAL SERVICES INC.Registered adviserregistration: previous registration
Oct 7, 2002 to Oct 25, 2005factForm ADV

Dated events

No dated event names this entity yet.