DAVE HALVORSON

MATT SULLIVAN

Matt graduated from University Minnesota Duluth having earned a degree in Accounting. He began his career designing and implementing employee benefit plans in 1998. Matt earned the prestigious Certified Employee Benefit Specialist designation in 2006. He is one of only a few in the region who has earned the CEBS. He was owner and manager of Employers Insurance and Benefits until it merged with Halvorson Company in January of 2012.

Designations and Memberships

  • Insurance Licenses: ND, MN, AZ, AL, NV

  • Securities Licenses: Series 6, 63, 65*

  • Certified Employee Benefit Specialist (CEBS) since 2006

  • NAIFA Board Member

  • Red River Valley Estate Planning Council - Board member, active member

  • Kiwanis Club of Fargo - Past President

  • BrokerCheck

Contact

  • 701-232-0643, ext 606

Securities offered through Lion Street Financial, LLC. (LSF), Member FINRA & SIPC, 515 Congress Avenue, Suite 2500, Austin, TX 78701. Phone: (512) 776-8400.

Neither LSF, LSA, nor their representatives render legal or tax advice. Please consult with your attorney, accountant, and/or tax advisor for advice concerning your particular circumstances.

*Series 6 - Investment company and variable contracts exam; Series 63 - Uniform securities agent state law exam; Series 65 - Uniform investment advisor law exam

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This internet site may provide links to other sites for your convenience in locating related information and services. Halvorson Company, Inc., Lion Street Financial, LLC., and Lion Street Advisors, LLC. do not maintain these other sites and have no control over the organizations that maintain the sites or the information, products, or services these organizations provide. Halvorson Company, Inc., Lion Street Financial, LLC., and Lion Street Advisors, LLC. cannot make any representation or warranty as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to this internet site or incorporated herein, and take no responsibility therefore. Halvorson Company, Inc., Lion Street Financial, LLC., and Lion Street Advisors, LLC. do not recommend or endorse these organizations or their products or services in any way.

Lion Street Financial, LLC. and Lion Street Advisors, LLC. are not affiliated with Halvorson Company, Inc.

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