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RIA / WealthAdvisorCertified Financial Planner12 years in industry

MATTHEW ALEXANDER COSGRIFF

Advisor at APELLA WEALTH

WEST HARTFORD, CT | Scandia, MN

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Search this name across graphsid dfx:ria:cfbff216-b6be-cae9-e3a6-652ca0bdd4ad

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 9:39 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 2
On other graphs: 0
Observed: Jan 27, 2014 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: APELLA WEALTH
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: Jan 27, 2014earliest registration or exam on IAPD
Years in industry: 12derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner
First registration: Jan 27, 2014
Dual registered: no
Other names: MATT COSGRIFF
IAPD individual key: 6290623

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
APELLA WEALTH	Independent wealth	Jul 16, 2026	n/a	yes	WEST HARTFORD, CT\|Scandia, MN	Current employment
CREATIVE PLANNING	Independent wealth	Dec 11, 2025	Mar 2, 2026	no	OVERLAND PARK, KS\|Eden Prairie, MN	Previous registration
CREATIVE PLANNING INSTITUTIONAL ADVISORS, LLC	Institutional manager	Aug 7, 2023	Jan 13, 2026	no	NEWPORT BEACH, CA\|Golden Valley, MN\|Eden Prairie, MN	Previous registration
BERGANKDV WEALTH MANAGEMENT, LLC	Former SEC adviser	Oct 21, 2014	Jul 17, 2023	no	BLOOMINGTON, MN\|BLOOMINGTON, MN	Previous registration
ALL STAR FINANCIAL INC	Former SEC adviser	Jan 27, 2014	Sep 22, 2014	no	MINNEAPOLIS, 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
CREATIVE PLANNING	APELLA WEALTH	Mar 2, 2026	Jul 16, 2026	136	Firm change	RIA to RIA
CREATIVE PLANNING INSTITUTIONAL ADVISORS, LLC	CREATIVE PLANNING	Jan 13, 2026	Dec 11, 2025	-33	Channel change	Other
BERGANKDV WEALTH MANAGEMENT, LLC	CREATIVE PLANNING INSTITUTIONAL ADVISORS, LLC	Jul 17, 2023	Aug 7, 2023	21	Firm change	Other
ALL STAR FINANCIAL INC	BERGANKDV WEALTH MANAGEMENT, LLC	Sep 22, 2014	Oct 21, 2014	29	Firm change	Other

Relationships

Registered with (5)

→ APELLA WEALTHRegistered adviserregistration: current employment
Jul 16, 2026 to presentfactForm ADV
→ CREATIVE PLANNINGRegistered adviserregistration: previous registration
Dec 11, 2025 to Mar 2, 2026factForm ADV
→ CREATIVE PLANNING INSTITUTIONAL ADVISORS, LLCRegistered adviserregistration: previous registration
Aug 7, 2023 to Jan 13, 2026factForm ADV
→ BERGANKDV WEALTH MANAGEMENT, LLCRegistered adviserregistration: previous registration
Oct 21, 2014 to Jul 17, 2023factForm ADV
→ ALL STAR FINANCIAL INCRegistered adviserregistration: previous registration
Jan 27, 2014 to Sep 22, 2014factForm ADV

Dated events

Occurred
Mar 2, 2026
Advisor changed firm
Matthew Alexander Cosgriff left Creative Planning for Apella Wealth (registered 2026-07-16)
Form ADVobserved 4 days ago
Occurred
Jul 17, 2023
Advisor changed firm
Matthew Alexander Cosgriff left Bergankdv Wealth Management, Llc for Creative Planning Institutional Advisors, Llc (registered 2023-08-07)
Form ADVobserved 4 days ago