Insight-based advice

Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.

Lift mountains

Mathew James Rustad

Matt is a Vice President - Wealth Management within UBS Financial Services Inc.  Matt and his team provide comprehensive, consultative investment planning and wealth management services to affluent families and institutions.  Prior to joining UBS in 2009, Matt was a Financial Advisor at Merrill Lynch where he served his clients since 1998. 

Born and raised in Fargo, Matt attended North Dakota State University where he earned his Bachelor of Science degree in Business Administration with a concentration in Finance.  During his time at NDSU, Matt was a member of the NDSU Football Team assisting in the 1991, 1992, 1994 North Central Conference Championships. 

Drawing from his 20 years of experience in providing a comprehensive perspective in wealth management, Matt is disciplined in developing customized investment strategies for high-net-worth clients.  He specializes in providing investment advice that often involves tax efficient investing, wealth transfer strategies, and retirement planning.  As your financial advisor, Matt will work to manage your significant life changes by offering solutions that focus on the short and long term outcomes of your collective decision making.

Matt lives in Fargo. He enjoys visiting his daughter at the University of Minnesota, attending Bison Football games, a good round of golf, and spending time with family at their lake home in Minnesota.

Registered States:
  • AZ
  • CO
  • FL
  • IA
  • KS
  • KY
  • MA
  • MN
  • MT
  • ND
  • NV
  • NY
  • PA
  • SD
  • TX
  • UT
  • WA
  • WI

Education

  • B.S. Business Administration, North Dakota State University
51 Broadway
Fargo, ND 58102
  • (701) 476-3346

Email Me

Education financing

Education financing

Retirement planning

Retirement planning

Multigenerational planning

Multigenerational planning

A way forward

Understanding your life, your wealth and what you want to accomplish.

We ask the questions and find the answers that can help you explore and pursue your financial goals in the short term, long term or whatever your terms may be.

Let's talk about how we can help you plan for the life you want

Our approach incorporates Liquidity. Longevity. Legacy. strategies to assist clients in exploring and pursuing their wealth management needs and goals over different time frames. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved. All investments involve the risk of loss, including the risk of loss of the entire investment.

Backed by the strength of UBS

A global leader in wealth management

$3.1 trillion

In invested assets globally 
As of 03/31/2021

51 countries

Our global footprint

Global leader

UBS is the world's largest wealth manager
ADV Rating: as of 06/30/2020

Insights