Mathew Coyle, CFP
Sovereign Wealth Solutions, Inc.

Tel: (612) 251-3405
574 Prairie Center Drive
Suite 135-277
Eden Prairie, MN 55346

CERTIFIED FINANCIAL PLANNER?, Independent Wealth Advisor

About Sovereign Wealth Solutions, Inc.

We are an independent CFP Practitioner and Registered Investment Advisor (RIA). Because we are an independent firm with no captive sales agreements, we align our clients' interests with our own. This means we are paid for our advice, not excessive product commissions. We feel this structure is the fairest, most ethical, and most effective client relationship.

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17 Years of Experience

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General Information

Firm Start Year:   2007
No.of Employees:   2-4
Insurance License#:   20430268
Name of Custodial Firm:   Scottrade Investments
States Licensed in:   Insurance: FL, IN, IA, MD, MN, NM, OR, PA,

Investment Advisory: Please contact us.
Number of Years with Current Firm:   7
Work Experience:   Most recent:
2006 - Current: President, Sovereign Wealth Solutions, Inc.
2004- 2008: Senior Securities Trader, Wells Fargo Investments
I work with the following types of clients:   Individual Investors , Investment Clubs , Businesses


Investment Types:   Options & Futures , Stocks , Mutual Funds , Bonds , Exchange Traded Funds (ETFs) , Annuities , Insurance , Socially Responsible Investments (SRI)
I can meet clients in the following ways:   Via phone , At your home , Via email , At your office

Qualifications & Memberships

Insurance and Annuity Licenses:   Annuity , Life
Non-Financial Organization Memberships:   Better Business Bureau, WiserAdvisor Network

Firm Information

Firm's Number of Managed Clients:   40+
Advisor's Number of Managed Clients:   40+


Registered Investment Advisor:   Yes
Investment Advisor Representative:   Yes
I am an acknowledged fiduciary:   Yes
Compliance Disclosures in Last 5 years:   I have a clean record
Criminal Disclosures in Last 5 years:   I have a clean record

Compensation and Fees

Fee Structure:   I am a Fee-Based financial professional
Minimum Portfolio Size for New Managed Accounts:   $100,000
Compensation Methods:   Based on Assets , Flat Fee , Hourly
Hourly Rate:   $325.00
Additional Details on Charges:   Fee schedule available upon request.


BSBA - Finance  Drake University - Des Moines, IA
September 1995-May 1999

MBA - Economics  University of St. Thomas - St. Paul, MN
September 2006-August 2009


  • Do you have a customer satisfaction or refund policy? Our client relationships are governed by clear and simple client agreements signed by both client and advisor. All fees are specified before service begins, and investment fees may never be raised. Any client may end or modify their relationship with us without approval from Sovereign Wealth Solutions.
  • What are your qualifications? What is your education background? Mathew Coyle (President & CEO) earned a Bachelors of Science degree from Drake University with a double major in both corporate finance and insurance (1999). He also holds a Masters degree in Economics from the University of St. Thomas in St. Paul, MN (2008). Mr. Coyle has over 17 years of experience in financial services and has been the principal of Sovereign Wealth Solutions since 2007.
  • What is your approach to financial planning? We specialize in retirement planning, financial planning, Capital Access Planning, and life insurance. Our strategies pay particular attention to risk-adjusted returns and efficient wealth transfer within family generations. Due to this focus, our strategies tend to be a bit more conservative and focus on wealth preservation and transfer.
  • What services do you offer? Retirement planning, financial planning, investments, life insurance, small business strategy, estate planning & reviews.
  • How many clients do you currently manage? We actively manage clients in both financial advisory and insurance planning. Our exact number of clients is kept confidential. References available upon request.
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Please contact for updated disclosures.

Mathew Coyle, CFP

Mathew Coyle, CFP


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My Services

Financial Advice & Consulting

Our practice centers on three primary areas of client service. The first is risk-managed investing; the second is Capital Access Planning; and the third is area of focus is advice and fee-based planning.

Financial Planning for Individuals

We begin by obtaining a financial profile for each client based on need. Special attention will be paid to the risk profile of each client's portfolio as well as the "big picture" planning necessary to service each client.

Financial Planning for Businesses

We help businesses by providing planning services that allow them to: 1. Identify methods to minimize loss of capital. 2. Find intelligent methods for equipment financing & payment. 3. Obtain highly qualified business and estate planning needs.

Communities Served

Belle Plaine Carver
Champlin Chanhassen
Chaska Cologne
Dayton Delano
Elko New Market Excelsior
Farmington Hamel
Hanover Hopkins
Inver Grove Heights Jordan
Lakeville Long Lake
Loretto Maple Plain
Mayer Mendota
Minneapolis Mound
New Germany New Prague
Newport Norwood Young America
Osseo Prior Lake
Rockford Rogers
Rosemount Saint Bonifacius
Saint Michael Saint Paul
Saint Paul Park Savage
Shakopee South Saint Paul
Spring Park Victoria
Waconia Watertown
Wayzata Webster
Young America

Office Hours

wiseradvisor-balck-li-img Mon. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Tue. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Wed. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Thu. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Fri. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Sat. 11:00 AM - 3:00 PM

Compensation Arrangements

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American Express