Matthew B Teevan
Investment adviser representative at Ameriprise Financial Services, LLC
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$660.5BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
10 years in the industry.
- Ameriprise Financial Services, LLC (Jun 2026 to now
- Cetera Advisors LLCJan 2026 to Jun 2026
- Cetera Financial Specialists LLCJan 2026 to Jun 2026
- Cetera Investment AdvisersJan 2026 to Jun 2026
- Cetera Investment Services LLCJan 2026 to Jun 2026
- Cetera Wealth Services, LLCJan 2026 to Jun 2026
- Self EmployedFeb 2024 to Dec 2025
- UnemployedOct 2022 to Jan 2024
- Gwfs Equities/empowerMay 2018 to Oct 2022
- UnemployedJul 2017 to May 2018
- Russell Investments Financial Services, LLCSep 2016 to Jul 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2005
- Series 63 · Uniform Securities Agent State Law2026
State registrations
Registered as an investment adviser representative in 1 state (NJ).
Ameriprise Financial Services, LLC
$660.5BAssets managed
1,386,329Clients
12,701Advisers
39 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2919136
- Firm CRD
- 6363