Matthew David Anderson

Employer firm

Altitude Capital Management LLC CRD 329366

$104M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 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

• 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