Matthew Raggio
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, LLCAug 2026 to now
- Charles Schwab & Co., Inc.Oct 2025 to Jul 2026
- UnemployedAug 2025 to Sep 2025
- The Micheals OrganizationMar 2025 to Jul 2025
- UnemployedFeb 2025 to Feb 2025
- Charles Schwab & Co., Inc.Sep 2024 to Jan 2025
- Reynolds and ReynoldsJan 2024 to Aug 2024
- Full Time EducationSep 2019 to Dec 2023
- Smoothie KingMar 2019 to Aug 2019
- UnemployedJan 2015 to Feb 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2026
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (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
- 7945931
- Firm CRD
- 6363