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Matthew David Anderson

Altitude Capital Management LLC

Des Moines, IA

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Current Employers
Altitude Capital Management Llc

2015 Grand Avenue Suite 100, Des Moines, IA 50312 • United States

Current Registrations

AuthorityCategoryStatusDate
IA RA APPROVED 2024-03-08
  • IA RA
    APPROVED
    Since 2024-03-08

Branch Locations

2015 Grand Avenue Suite 100, Des Moines, IA 50312 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal Yes
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Next Phase Financial Des Moines IA 04/2016 10/2020
Whitney-Kuhn, Llc Plano TX 11/2018 Present
  • 04/2016 → 10/2020
    Next Phase Financial
    Des Moines, IA
  • 11/2018 → Present
    Whitney-Kuhn, Llc
    Plano, TX
Previous Registrations
  • 2018-12-19 → 2024-03-06
    Kuhn Capital Partners
    Des Moines, IA
    Oak Brook, IL
  • 2011-03-28 → 2013-02-11
    Bancwest Investment Services, Inc.
    Lamoni, IA
    West Des Moines, IA
    Des Moines, IA
    West Des Moines, IA
    Clive, IA
    Johnston, IA
    West Des Moines, IA
    Clive, IA
  • 2009-04-27 → 2009-10-20
    Securities America Advisors, Inc.
    La Vista, NE
  • 2006-10-05 → 2009-03-19
    U.S. Bancorp Investments, Inc.
    Newton, IA
    Newton, IA
    Marshalltown, IA
    Marshalltown, IA
  • 2006-02-23 → 2006-08-23
    Lpl Financial Llc
    West Des Moines, IA
    West Des Moines, IA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-09-17
S66 Uniform Combined State Law Examination 2006-02-20
S63 Uniform Securities Agent State Law Examination 1994-12-21
  • S65 Uniform Investment Adviser Law Examination
    2018-09-17
  • S66 Uniform Combined State Law Examination
    2006-02-20
  • S63 Uniform Securities Agent State Law Examination
    1994-12-21

View on SEC IAPD

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Other Offices

OSAIC INSTITUTIONS, INC. · Des Moines, IA
EQUITABLE ADVISORS, LLC · DES MOINES, IA
LPL FINANCIAL LLC · DES MOINES, IA
OSAIC WEALTH, INC. · DES MOINES, IA
EDWARD JONES · DES MOINES, IA
WEST FINANCIAL ADVISORS, L.L.C. · DES MOINES, IA
AVANTAX PLANNING PARTNERS, INC. · Des Moines, IA
PROSPECTIVE VALUE PARTNERS LLC · DES MOINES, IA

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