Matthew Halverson

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

• 05/2019 → 03/2020
  Ameriprise Financial Services, Inc
  Waterloo, IA
• 04/2018 → 05/2019
  Hanna Cylinders
  Pleasant Prairie, WI
• 05/2017 → 09/2017
  Bemis Manufacturing
  Sheboygan Falls, WI
• 05/2016 → 09/2016
  Crown Services
  Kiel, WI
• 09/2014 → 05/2019
  Uw- Parkside
  Kenosha, WI
• 03/2020 → 11/2025
  Ameriprise Financial Services, Llc
  Cedar Falls, IA
• 12/2025 → Present
  Ameriprise Financial Services, Llc
  Cedar Falls, IA

Previous Registrations

• 2020-01-22 → 2025-11-13
  Ameriprise Financial Services, Llc
  Waterloo, IA
  Cedar Falls, IA
  Cedar Falls, IA
  Hiawatha, IA

Other Businesses

Other Business Activities; Black Hawk Estate Planning Council; It is a council of local business professionals that get together once a month to provide each other education in their areas of expertise. Education that I may add would be potential updates related to the financial advice field. I will just be a member of the council (no specific title).; 1600 Olympic Dr, , Waterloo, IA, 50701; Not Investment-Related; 03/17/2026; 1 to 9 hours per month; 0 during trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2019-12-23

Designations

• Certified Financial Planner

Other Names

• Matthew Thomas Halverson