Dragan Matic

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

• 02/2021 → Present
  Ameriprise Financial Services, Llc
  Shreveport, LA
• 10/2017 → 07/2020
  Carrabba's Italian Grill
  Shreveport, LA
• 01/2016 → 04/2017
  Ima, Inc.
  Bossier City, LA
• 04/2017 → 10/2017
  Unemployed
  Shreveport, LA
• 07/2020 → 02/2021
  Unemployed
  Shreveport, LA

Other Businesses

Business Ownership; MBM Commerce LLC; Business Manager & Digital Marketing Manager; Digital Marketing.; 3885 Greenway Pl, , Shreveport, LA, 71105; Not Investment-Related; 06/16/2016; 1 to 9 hours per month; 0 during trading hours. Outside Employment; French Compass LLC; Associate Financial Advisor; This is for French Compass LLC, which is the legal business entity that pays us for work at Cardinaux Wealth Advisors.; 738 North Ashley Ridge Loop, , Shreveport, LA, 71106; Investment-Related; 06/30/2022; 60 hours per month; 60 during trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2024-08-12