Matthew John Derado

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

• 06/2005 → 03/2020
  Ameriprise Financial Services, Inc.
  Indianapolis, IN
• 03/2020 → Present
  Ameriprise Financial Services, Llc
  Indianapolis, IN

Other Businesses

Real Estate Ownership; Single Family; 1156 W Peppertree Dr #114C, , Sarasota, FL, FL, 34242; Not Investment-Related; 12/15/2020 / Single Family; 440 Seaview Ct #303, , Marco Island, FL, 34145; Not Investment-Related; 01/12/2022. Business Ownership; MD Enterprises and Solutions, LLC; Owner; Manage Ameriprise Business; 3650 Birkdale Dr, , Carmel, IN, 46033; Investment-Related; 11/28/2024; 1 to 9 hours per month; 1 to 9 during trading hours. Outside Employment; Self-Employed; Owner - DJ'ing for parties; ; 3650 Birkdale Dr, , Carmel, IN, 46033; Not Investment-Related; 07/09/2021; 1 to 9 hours per month; 0 during trading hours / MD Enterprises and Solutions, LLC; Owner; Manage advisory business; 3650 Birkdale Dr, , Carmel, IN, 46033; Investment-Related; 11/28/2024; 1 to 9 hours per month; 1 to 9 during trading hours. Other Business Activities; The Healing Joy Experience; a non-profit raising funds to send Fathers of children with life-threatening illnesses on trips with their friends/family to help heal joy in their life in the aftermath of the ordeal.; 3650 Birkdale Dr, , Carmel, IN, 46033; Not Investment-Related; 07/01/2022; 1 to 9 hours per month; 0 during trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2003-09-04