Matthew Costigan
Investment adviser representative at Ameriprise Financial Services, LLC
15 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
15 years in the industry.
- Ameriprise Financial Services, LLCJul 2023 to now
- Fidelity InvestmentsNov 2020 to Jul 2023
- Pruco Securities LLCJul 2020 to Oct 2020
- Ameriprise Financial Services, LLCApr 2020 to Aug 2020
- Pendleton FinancialAug 2019 to Mar 2020
- Ameriprise FinancialMay 2019 to Aug 2019
- Lonnie Poole Golf CourseSep 2017 to Mar 2019
- Willow Springs Golf CourseMar 2015 to Aug 2019
- Hcyp BaseballMay 2011 to Apr 2018
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 2 states (MD, SC).
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
- 7128375
- Firm CRD
- 6363