Matthew Mohning
MSM Financial · Minneapolis, Minnesota
Matthew Mohning is a fee-only financial advisor at MSM Financial in Minneapolis, Minnesota. Matthew focuses on retirement planning, tax planning and student loans. MSM Financial reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Facts
| Firm | MSM Financial |
|---|---|
| Based in | Minneapolis, Minnesota |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $14.4M across 31 accounts |
| SEC registration | Investment adviser representative in CA, CO, DC, IA, KS, MD, MN, ND, OH, VA · CRD 6491921 |
| Exams passed | Series 66 (2016) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.msmfinancial.com |
| Profile |
How Matthew's firm compares
- MSM Financial's average account is about $465,000, from its Form ADV (assets managed divided by 31 accounts).
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Questions about Matthew
Is Matthew Mohning a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Matthew holds no broker registration, and MSM Financial reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Matthew charge for financial advice?
Matthew's firm, MSM Financial, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Matthew Mohning based?
Matthew Mohning is based in Minneapolis, Minnesota.
What does Matthew specialize in?
Matthew's specialties include retirement planning, tax planning and student loans.
Is Matthew Mohning registered with the SEC?
Yes. Matthew Mohning is registered as an investment adviser representative in CA, CO, DC, IA, KS, MD, MN, ND, OH and VA (CRD 6491921), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does MSM Financial manage?
MSM Financial reports $14.4M across 31 accounts in assets under management.
How do I contact Matthew Mohning?
Through Matthew's website, www.msmfinancial.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- MSM Financial website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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