Matthew D. Morell
Investment adviser representative at Ameriprise Financial Services, LLC
11 yearsExperience
1 stateRegistered in
ChFC®, CFP® certificationDesignations
$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
11 years in the industry.
- Ameriprise Financial Services, LLCMay 2022 to now
- Simon Markets LLCJun 2021 to May 2022
- Accelerated Wealth Advisors LLCNov 2019 to Apr 2021
- Northwestern Mutual Wealth Management CompanyDec 2017 to Oct 2019
- James GibsonAug 2017 to Oct 2019
- Northwestern Mutual Investment Services, LLCNov 2015 to Oct 2019
- Dave HerringNov 2015 to Aug 2017
Designations
- ChFC®
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2014
State registrations
Registered as an investment adviser representative in 1 state (FL).
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
- 6056950
- Firm CRD
- 6363