Matthew Allen Lemay
Investment adviser representative at Ameriprise Financial Services, LLC
10 yearsExperience
1 stateRegistered in
$660.5BFirm assets
39 yearsFirm in business
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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, LLCMar 2026 to now
- 1834 Investment Advisors Co.Jul 2025 to Mar 2026
- Old National BankJul 2023 to Mar 2026
- Mutual of America Life Insurance CompanyMar 2020 to Jul 2023
- Mutual of America Securities LLC.Mar 2020 to Jul 2023
- Aston Carter - An Aerotek CompanyFeb 2019 to Mar 2020
- Bethel University - the ClarionMay 2017 to Dec 2018
- Red LobsterFeb 2017 to Feb 2018
- Bethel UniversitySep 2016 to May 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2020
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (MN).
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
- 6938346
- Firm CRD
- 6363