Matthew Steiger
Investment adviser representative at Dakota Wealth, LLC
12 yearsExperience
1 stateRegistered in
CFADesignation
$6.9BFirm 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
12 years in the industry.
- Dakota Wealth, LLCApr 2026 to now
- Columbia Management Investment Advisers, LLCJan 2018 to Mar 2026
- Stillwater Investment Management, LLCMar 2017 to Nov 2017
- Columbia Management Investment Advisers, LLCJun 2014 to Feb 2017
Designations
- CFA
Exams passed
- Series 65 · Uniform Investment Adviser Law2017
- Series 63 · Uniform Securities Agent State Law2021
State registrations
Registered as an investment adviser representative in 1 state (MN).
Dakota Wealth, LLC
$6.9BAssets managed
3,764Clients
61Advisers
8 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
- 5679483
- Firm CRD
- 297987