Matthew Johnson
Investment adviser representative at Ameriprise Financial Services, LLC
13 yearsExperience
2 statesRegistered 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
13 years in the industry.
- Ameriprise Financial Services, LLCAug 2024 to now
- UnemployedApr 2024 to Aug 2024
- Sage Advisory Services, Ltd Co.Feb 2022 to Apr 2024
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedDec 2020 to Feb 2022
- Charles Schwab & Co., Inc.Nov 2018 to Nov 2020
- AXA Advisors, Llc/49 FinancialJul 2018 to Oct 2018
- UnemployedFeb 2018 to Jun 2018
- FavorDec 2017 to Feb 2018
- UnemployedAug 2017 to Dec 2017
- Retail Merchandise SolutionsJun 2017 to Aug 2017
- Kindred Pest ControlMay 2017 to Jul 2017
- Texas A&m UniversityAug 2013 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2018
- Series 63 · Uniform Securities Agent State Law2024
State registrations
Registered as an investment adviser representative in 2 states (AR, TX).
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
- 6938921
- Firm CRD
- 6363