Matthew Joseph Schwartz

Current Employers

Employment History

• 01/2012 → 05/2017
  Ameriprise Financial Services, Inc.
  Minneapolis, MN
• 05/2017 → 04/2022
  Great Waters Financial
  Minneapolis, MN
• 05/2017 → 04/2022
  Advisornet Wealth Management
  Minneapolis, MN
• 04/2022 → Present
  Great Waters Wealth Management
  Shoreview, MN

Previous Registrations

• 2017-05-12 → 2022-04-28
  Advisornet Wealth Partners
  Minneapolis, MN
  Minnetonka, MN
  Minneapolis, MN
  Richfield, MN
• 2013-05-01 → 2017-05-01
  Ameriprise Financial Services, Llc
  Minneapolis, MN

Other Businesses

1. Name of other business: Ink & Ivy Designs; non-investment related; Floral design business; Owner; Start date: 1/1/19; 1 hr./month, 0 during securities trading hours; manage finances of small business. 2. Name of Other Business: Great Waters Financial Investment Related: Yes Address: 4100 Lexington Ave N, Suite 100, Shoreview, MN 55126 Nature of Business: Finance Education Position: Trainer Start Date: 4/1/2018 Approx # of Hours/Month: 2 Brief Description of duties: Provides financial education via seminars 3. Name of Other Business: Great Waters Financial Investment Related: Yes Address: 4100 Lexington Ave N, Suite 100, Shoreview, MN 55126 Nature of Business: Insurance Position: Agent Start Date: 3/2012

Exams

• S63 Uniform Securities Agent State Law Examination
  2011-07-13

Designations