Matthew Joseph Hanna

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

• 06/2010 → 10/2018
  Invesco Distributors, Inc.
  Houston, TX
• 06/2010 → 10/2018
  Invesco Advisers, Inc.
  Houston, TX
• 10/2018 → 03/2020
  Ameriprise Financial Services Inc
  Phoenix, AZ
• 03/2020 → Present
  Ameriprise Financial Services, Llc
  Phoenix, AZ

Previous Registrations

• 2010-06-07 → 2018-02-15
  Invesco Advisers, Inc.
  Atlanta, GA
  Fort Lauderdale, FL
  Fort Lauderdale, FL
  Scottsdale, AZ
  Phoenix, AZ
• 2010-03-18 → 2010-06-03
  Van Kampen Advisors Inc
  Oakbrook Terrace, IL
  Houston, TX
• 2006-12-14 → 2008-12-31
  Ubs Financial Services Inc.
  Baltimore, MD
• 2005-04-14 → 2006-10-06
  Morgan Stanley Dw Inc.
  Annapolis, MD
  Annapolis, MD
• 2003-09-26 → 2005-04-12
  Ameriprise Financial Services, Llc
  Annapolis, MD

Exams

• S66 Uniform Combined State Law Examination
  2003-09-25

Designations

• Certified Financial Planner

Other Names

• Matthew Joseph Hanna
• Mathew Joseph Hanna
• Matthew Hanna