Matthew Thompson
Investment adviser representative at Ameriprise Financial Services, LLC
11 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
11 years in the industry.
- Ameriprise Financial Services, LLCOct 2024 to now
- Potomac Financial Private Client GroupAug 2023 to Sep 2024
- Carradice Wealth AdvisorsMay 2022 to Dec 2022
- PharmmericaMay 2021 to Dec 2021
- Virginia TechJul 2020 to Jul 2023
- InstacartJan 2020 to Dec 2021
- Radford UniversityJul 2019 to Jul 2020
- Animal Au PawsMay 2019 to Aug 2019
- Stoneleigh Golf and Country ClubJun 2018 to Sep 2018
- StudentAug 2015 to Jul 2019
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (NY).
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
- 7561674
- Firm CRD
- 6363