Matthew D. Morell

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

• 11/2015 → 10/2019
  Northwestern Mutual Investment Services, Llc
  Hoover, AL
• 11/2015 → 08/2017
  Dave Herring
  Hoover, AL
• 08/2017 → 10/2019
  James Gibson
  Hoover, AL
• 12/2017 → 10/2019
  Northwestern Mutual Wealth Management Company
  Milwaukee, WI
• 11/2019 → 04/2021
  Accelerated Wealth Advisors Llc
  Birmingham, AL
• 06/2021 → 05/2022
  Simon Markets Llc
  Birmingham, AL
• 05/2022 → Present
  Ameriprise Financial Services, Llc
  Minneapolis, MN

Previous Registrations

• 2019-12-03 → 2021-05-12
  Accelerated Wealth Advisors Llc
  Birmingham, AL
  Colorado Springs, CO

Exams

• S63 Uniform Securities Agent State Law Examination
  2014-09-15

Designations

• Certified Financial Planner
• Chartered Financial Consultant

Other Names

• Matthew David Morell
• Matthew D Morell
• Matt Morell
• Matthew D Morell
• Matt Morell
• Matthew Morell