meet

sam

relationship manager · retirement

eden prairie, mn

bio

Sam Matheson joined intellicents in 2014 as a Relationship Manager for the Retirement Plan Consulting division after valuing his time with the firm as an intern throughout college. Sam focuses on 401(k) relationships, ensuring clients receive the level of care, expertise and detail they deserve.

education & certifications

Sam graduated from Luther College where he received a B.A. in Management and Spanish with a Certificate in International Management Studies, and has previously passed securities exams:

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  • Certified Plan Fiduciary Advisor (CPFA)

  • Series 65:  Uniform Investment Adviser

  • Life and Accident/Health Insurance

my idea of

living the dream

Living an enjoyable life below your means for a period of time so you can have flexibility later on in life.

dream job

this is my

Retirement plan consulting, employee education and investment advice. My best days at work are when I can make an impact in someone’s life that I believe will benefit them for many years to come.

this is how i

make it real

Spending time with family and friends, golfing, biking, running, reading and traveling.

toll free 800.880.4015

Investment advisory services offered through intellicents investment solutions, an SEC registered investment adviser.

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