Matthew Halverson
Investment adviser representative at Ameriprise Financial Services, LLC
12 yearsExperience
1 stateRegistered 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
12 years in the industry.
- Ameriprise Financial Services, LLCDec 2025 to now
- Ameriprise Financial Services, IncMay 2019 to Nov 2025
- Hanna CylindersApr 2018 to May 2019
- Bemis ManufacturingMay 2017 to Sep 2017
- Uw- ParksideSep 2014 to May 2019
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 1 state (IA).
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
- 7126007
- Firm CRD
- 6363