Mathew Scott Chilton

Employer firm

Ameriprise Financial Services, LLC CRD 6363

$660B regulatory AUM 124,349 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2005 → 03/2020
  Ameriprise Financial Services, Inc.
  Sioux City, IA
• 03/2020 → Present
  Ameriprise Financial Services, Llc
  Sioux City, IA

Other Businesses

Independent Insurance Brokering; Aetna; 05/16/2017; Health / Mutual of Omaha; 05/01/2019; . Business Ownership; Ballard & Chilton, Inc; President; Personal Service Corp; 3139 S Lakeport Street, , Sioux City, IA, 51106; Not Investment-Related; 12/01/2001; 0 hours per month; 0 during trading hours / FORE Partners; President; Real Estate Holding Company to own a future location for our Ameriprise business; 3139 S Lakeport Street, , Sioux City, IA, 51106; Not Investment-Related; 05/01/2007; 0 hours per month; 0 during trading hours. Board of Directors; Mid-Step Services; Board Member; 4305 Stone Ave, , Sioux City, IA, 51106; Not Investment-Related; 02/01/2021; 1 to 9 hours per month; 0 during trading hours / Sioux City Cosmopolitan Club; Treasurer; PO Box 3322, , Sioux City, IA, 51102; Not Investment-Related; 07/01/2002; 1 to 9 hours per month; 0 during trading hours.

Exams

• S65 Uniform Investment Adviser Law Examination
  1996-08-16
• S63 Uniform Securities Agent State Law Examination
  1996-07-26

Other Names

• Mathew Scott Chilton