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RIA / WealthAdvisor20 years in industry

MATTHEW ROY STAHL

Advisor at LIV WEALTH MANAGEMENT

LONG LAKE, MN

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Search this name across graphsid dfx:ria:a4b4398b-11f1-4463-eba7-c58a6aeda3c9

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 12:18 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 2
On other graphs: 0
Observed: Apr 30, 2009 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: LIV WEALTH MANAGEMENT
Current firm class: state registeredderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Nov 8, 2005earliest registration or exam on IAPD
Years in industry: 20derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 1
Exams: S66
First exam: Nov 8, 2005
First registration: Apr 30, 2009
Dual registered: no
Other names: MATT STAHL
IAPD individual key: 4997592

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
LIV WEALTH MANAGEMENT	State registered	Jan 21, 2025	n/a	yes	LONG LAKE, MN	Current employment
FIAT WEALTH MANAGEMENT	Independent wealth	Feb 22, 2022	Feb 28, 2024	no	WAYZATA, MN	Previous registration
FOUNDATIONS INVESTMENT ADVISORS LLC	Independent wealth	Jul 29, 2020	Jun 3, 2022	no	PHOENIX, AZ\|WAYZATA, MN	Previous registration
CG ADVISORY SERVICES	Independent wealth	Apr 16, 2018	Jul 27, 2020	no	WAYZATA, MN\|WILLIAMSTON, MI	Previous registration
WOODBURY FINANCIAL SERVICES, INC.	Former SEC adviser	Jan 23, 2014	Apr 19, 2018	no	ST LOUIS PARK, MN\|WOODBURY, MN\|WAYZATA, MN	Previous registration
AMERIPRISE FINANCIAL SERVICES, LLC	National bd RIA	Apr 30, 2009	Jul 1, 2009	no	LAKE ELMO, MN\|EDINA, MN\|EDINA, MN	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
FIAT WEALTH MANAGEMENT	LIV WEALTH MANAGEMENT	Feb 28, 2024	Jan 21, 2025	328	Firm change	RIA to state RIA
FOUNDATIONS INVESTMENT ADVISORS LLC	FIAT WEALTH MANAGEMENT	Jun 3, 2022	Feb 22, 2022	-101	Firm change after gap	RIA to new firm
CG ADVISORY SERVICES	FOUNDATIONS INVESTMENT ADVISORS LLC	Jul 27, 2020	Jul 29, 2020	2	Firm change	RIA to RIA
WOODBURY FINANCIAL SERVICES, INC.	CG ADVISORY SERVICES	Apr 19, 2018	Apr 16, 2018	-3	Firm change	Ibd to RIA
AMERIPRISE FINANCIAL SERVICES, LLC	WOODBURY FINANCIAL SERVICES, INC.	Jul 1, 2009	Jan 23, 2014	1,667	Firm change after gap	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
175083:318201:MN:2022-06-03	Jun 3, 2022	Feb 22, 2022	WAYZATA, MN	Firm change after gap

Relationships

Registered with (6)

→ LIV WEALTH MANAGEMENTRegistered adviserregistration: current employment
Jan 21, 2025 to presentfactForm ADV
→ FIAT WEALTH MANAGEMENTRegistered adviserregistration: previous registration
Feb 22, 2022 to Feb 28, 2024factForm ADV
→ FOUNDATIONS INVESTMENT ADVISORS LLCRegistered adviserregistration: previous registration
Jul 29, 2020 to Jun 3, 2022factForm ADV
→ CG ADVISORY SERVICESRegistered adviserregistration: previous registration
Apr 16, 2018 to Jul 27, 2020factForm ADV
→ WOODBURY FINANCIAL SERVICES, INC.Registered adviserregistration: previous registration
Jan 23, 2014 to Apr 19, 2018factForm ADV
→ AMERIPRISE FINANCIAL SERVICES, LLCRegistered adviserregistration: previous registration
Apr 30, 2009 to Jul 1, 2009factForm ADV

Dated events

Occurred
Feb 28, 2024
Advisor changed firm
Matthew Roy Stahl left Fiat Wealth Management for Liv Wealth Management (registered 2025-01-21)
Form ADVobserved 6 days ago
Occurred
Jun 3, 2022
Advisor changed firm
Matthew Roy Stahl left Foundations Investment Advisors Llc for Fiat Wealth Management (registered 2022-02-22)
Form ADVobserved 6 days ago