Lou Ann Matossian
Investment adviser representative at Ameriprise Financial Services, LLC
10 yearsExperience
2 statesRegistered 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, LLCFeb 2023 to now
- Fidelity Brokerage Services LLCMay 2020 to Feb 2023
- UnemployedFeb 2020 to May 2020
- Morgan Stanley Private Bank, N.A.Apr 2019 to Feb 2020
- Morgan StanleyJan 2019 to Feb 2020
- WomenventureJan 2018 to Jun 2018
- Indiana University-lilly Family School of PhilanthropyMay 2017 to Feb 2018
- The American College of Financial ServicesOct 2016 to Feb 2018
- St. Sahag Armenian ChurchSep 2016 to Jan 2019
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 2 states (MN, 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
- 7045189
- Firm CRD
- 6363