Matthew Ruffolo
Investment adviser representative at Ameriprise Financial Services, LLC
21 yearsExperience
3 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
21 years in the industry.
- Ameriprise Financial Services, LLCMar 2025 to now
- L.M. Kohn & CompanyJun 2023 to Mar 2025
- Central Bank Trust & Co.Jun 2019 to Aug 2019
- Sp PlusJun 2018 to Aug 2018
- Woodland CemetaryJun 2017 to Aug 2017
- Full-time EducationAug 2005 to May 2023
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 3 states (KY, OH, 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
- 7770649
- Firm CRD
- 6363