Mathew Coyle, Cfp®
AeroLeads people directory · profile

Mathew Coyle, Cfp® Email & Phone Number

Senior Fiduciary Advisor, Plan Director at Alera Group, Inc.
Location: Minneapolis, Minnesota, United States 7 work roles 2 schools
1 work email found @acgbiz.com 2 phones found area 952 and 612 LinkedIn matched
✓ Verified July 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 2 phones

Work email m****@acgbiz.com
Direct phone (952) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Alera Group, Inc.
Role
Senior Fiduciary Advisor, Plan Director
Location
Minneapolis, Minnesota, United States
Company size
2435 employees

Who is Mathew Coyle, Cfp®? Overview

A concise factual answer block for searchers comparing this professional profile.

Quick answer

Mathew Coyle, Cfp® is listed as Senior Fiduciary Advisor, Plan Director at Alera Group, Inc., a with 2435 employees, based in Minneapolis, Minnesota, United States. AeroLeads shows a work email signal at acgbiz.com, phone signal with area code 952, 612, and a matched LinkedIn profile for Mathew Coyle, Cfp®.

Mathew Coyle, Cfp® previously worked as Managing Partner, Planning Director at Advanced Capital Group and Owner at Sovereign Wealth Solutions, Inc.. Mathew Coyle, Cfp® holds Finance, Portfolio Management / Risk Applications from Drake University.

Company email context

Email format at Alera Group, Inc.

This section adds company-level context without repeating Mathew Coyle, Cfp®'s masked contact details.

*@acgbiz.com
68% confidence

AeroLeads found 1 current-domain work email signal for Mathew Coyle, Cfp®. Compare company email patterns before reaching out.

View email format View company profile Management contacts
Profile bio

About Mathew Coyle, Cfp®

ACG is an award-winning Registered Investment Advisor overseeing $30 Billion in advised assets. As Director of Planning, my responsibility is to design and monitor all fiduciary investment advisory programs for our individual wealth management clients. ACG is based in Minneapolis with clients across the United States.

Listed skills include Retirement Planning, Wealth Management Services, Life Insurance, Investments, and 13 others.

Current workplace

Mathew Coyle, Cfp®'s current company

Company context helps verify the profile and gives searchers a useful next step.

Alera Group, Inc.
Alera Group, Inc.
Senior Fiduciary Advisor, Plan Director
Minneapolis, MN, US
Website
aleragroup.com
Employees
2435
AeroLeads page
Company profile
View company profile Email format
7 roles

Mathew Coyle, Cfp® work experience

A career timeline built from the work history available for this profile.

Managing Partner, Planning Director

Advanced Capital Group

Greater Minneapolis-St. Paul Area

www.acgbiz.comAdvanced Capital Group, An Alera Group CompanyResponsible for implementation and monitoring of wealth management programs for individual clients of Advanced Capital Group. Secondary role to engage and assist with plan participant wellness programs on behalf of institutional clients of ACG as directed by senior management initiatives. ACG is a federally registered investment fiduciary overseeing $30 billion in managed funds for our clients nationwide. Assigned Roles:- Marketing Committee Co-Founder.- Fiduciary wealth advisory to high net worth individuals.- Distribution and excess planning for executives of ACG corporate clients.- Portfolio design and monitoring for individual wealth management clients.- Insurance & Risk Planning

Owner

Sovereign Wealth Solutions, Inc.

Excelsior, Mn

(Acquired by Advanced Capital Group, June 2017)Independent wealth advisor with over a decade of experience with high net worth clients. As a CERTIFIED FINANCIAL PLANNER™ Practitioner, we are dedicated to assisting clients plan their financial futures while subscribing to strict ethical and legal standards. CRD #150492.* Asset Allocation & Portfolio Management Planning.* Advanced Wealth Protection Strategies.* Retirement Planning & Rollovers.* Estate Planning & Advanced Insurance Planning.

Oct 2007 - Jun 2017

Equity Analyst

University Of St. Thomas

Greater Minneapolis-St. Paul Area

Responsible for analysis, selection, and monitoring of equity portfolio on behalf of the University of St. Thomas Endowment Fund Board of Directors. Report and present quarterly performance statistics to the UST Endowment Board with senior management staff.

Sep 2008 - Jun 2009

Senior Trading Specialist.

Wells Fargo Investments, Llc

Minneapolis, Mn

Acted as primary point of contact for high net worth clients executing complex equity and options trading orders - Wells Fargo Investments, LLC. This includes questions on strategy, order entry, and size of orders placed.

Aug 2004 - May 2008

Assistant Tennis Instructor

Woodhill Country Club

Wayzata, Minnesota, United States

Assisted club staff professionals in the teaching of junior tennis programs. Arranged private and group lessons for club members and their guests.

May 1996 - May 2003

Senior Trading Liaison

Rbc Capital Markets

Greater Minneapolis-St. Paul Area

Responsible for trade billing and analysis for corporate brokerage clients of RBC Capital Markets.

Jun 2000 - Oct 2001
Team & coworkers

Colleagues at Alera Group, Inc.

Other employees you can reach at aleragroup.com. View company contacts for 2435 employees →

BW Brian Walsh Jr., Cfp®, Mba Brian Walsh Jr., Cfp®, Mba Colleague at Alera Group, Inc.Wayne, Pennsylvania, United States View → MJ Mason Johnston Mason Johnston Colleague at Alera Group, Inc.Nashville, Tennessee, United States View → EW Erica Wallace Erica Wallace Colleague at Alera Group, Inc.Clayton, New Jersey, United States View → TW Todd Williams Todd Williams Colleague at Alera Group, Inc.Lancaster, Pennsylvania, United States View → SB Shelley Brayton Shelley Brayton Colleague at Alera Group, Inc.Norwalk, Connecticut, United States View → GF Gene Furr Gene Furr Colleague at Alera Group, Inc.Reno, Nevada, United States View → AG Amer Gamal Amer Gamal Colleague at Alera Group, Inc.Cairo, Egypt View → GS Giovanni Salas Giovanni Salas Colleague at Alera Group, Inc.Orlando, Florida, United States View → JO Jill Olshefke Jill Olshefke Colleague at Alera Group, Inc.Deerfield, Illinois, United States View → JK Joseph Kesner Joseph Kesner Colleague at Alera Group, Inc.Greater Chicago Area, United States View →
2 education records

Mathew Coyle, Cfp® education

Finance, Portfolio Management / Risk Applications

Drake University

Aliber School of Business

FAQ

Frequently asked questions about Mathew Coyle, Cfp®

Quick answers generated from the profile data available on this page.

What company does Mathew Coyle, Cfp® work for?

Mathew Coyle, Cfp® works for Alera Group, Inc..

What is Mathew Coyle, Cfp®'s role at Alera Group, Inc.?

Mathew Coyle, Cfp® is listed as Senior Fiduciary Advisor, Plan Director at Alera Group, Inc..

What is Mathew Coyle, Cfp®'s email address?

AeroLeads has found 1 work email signal at @acgbiz.com for Mathew Coyle, Cfp® at Alera Group, Inc..

What is Mathew Coyle, Cfp®'s phone number?

AeroLeads has found 2 phone signal(s) with area code 952, 612 for Mathew Coyle, Cfp® at Alera Group, Inc..

Where is Mathew Coyle, Cfp® based?

Mathew Coyle, Cfp® is based in Minneapolis, Minnesota, United States while working with Alera Group, Inc..

What companies has Mathew Coyle, Cfp® worked for?

Mathew Coyle, Cfp® has worked for Alera Group, Inc., Advanced Capital Group, Sovereign Wealth Solutions, Inc., University Of St. Thomas, and Wells Fargo Investments, Llc.

Who are Mathew Coyle, Cfp®'s colleagues at Alera Group, Inc.?

Mathew Coyle, Cfp®'s colleagues at Alera Group, Inc. include Brian Walsh Jr., Cfp®, Mba, Mason Johnston, Erica Wallace, Todd Williams, and Shelley Brayton.

How can I contact Mathew Coyle, Cfp®?

You can use AeroLeads to view verified contact signals for Mathew Coyle, Cfp® at Alera Group, Inc., including work email, phone, and LinkedIn data when available.

What schools did Mathew Coyle, Cfp® attend?

Mathew Coyle, Cfp® holds Finance, Portfolio Management / Risk Applications from Drake University.

What skills is Mathew Coyle, Cfp® known for?

Mathew Coyle, Cfp® is listed with skills including Retirement Planning, Wealth Management Services, Life Insurance, Investments, Estate Planning, Financial Planning, Wealth Management, and Insurance.

Find 750M verified contacts

Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.