Matthew Dill Landry

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

• 08/2011 → 11/2018
  Edward Jones
  St Louis, MO
• 01/2019 → 03/2020
  Ameriprise Financial Services, Inc.
  Houston, TX
• 01/2019 → Present
  Ameriprise Financial Service, Llc
  Houston, TX

Previous Registrations

• 2011-11-28 → 2018-12-21
  Edward Jones
  St Louis, MO
  Houston, TX
  Houston, TX
  Sugar Land, TX

Other Businesses

Independent Insurance Brokering; Symetra; 09/26/2023; Universal Life. Business Ownership; Di11, LLC; Owner, Single Employer/Employee; I have a business brokerage account which is in the process of being renamed to the approved Di11, LLC. I pay myself a W-2 $125k wage as of 2025 and contribute to a 401(k) with ADP maxing out annual contributions, paid into monthly.; 1918 Chaparral Dr, , Houston, TX, 77043; Not Investment-Related; 03/28/2019; 1 to 9 hours per month; 0 during trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2011-09-30

Other Names

• Matthew Dill Landry