Matthew James Gary

Current Employers

Employment History

• 12/2001 → 02/2026
  U.S. Bancorp Investments, Inc.
  Waterloo, IA
• 02/2026 → Present
  U.S. Bancorp Advisors, Llc
  Waterloo, IA

Previous Registrations

• 2005-07-20 → 2026-02-13
  U.S. Bancorp Investments, Inc.
  Saint Paul, MN
  Cedar Falls, IA
  Cedar Falls, IA
  Vinton, IA
  Waterloo, IA
  Cedar Falls, IA
  Waterloo, IA
  Waterloo, IA
  Cedar Falls, IA
  Vinton, IA

Other Businesses

1) People Community Health Clinic; Not Investment-Related; Waterloo, IA; Non-Profit Health Clinic that serves uninsured and under-insured; Member of the finance committee; 1995; 01 hours/month; 01 hours/trading; Financial Suit; Production details; expense review. 2) Beaver Hills Country Club; not investment-related; Cedar Falls, IA; Country Club; Member of Finance Committee; 1/1/2017; 3 hours/month; 0 hours/trading; budgetary oversight. 3) Exceptional Persons Foundation Board; Not Investment-related; Waterloo, IA; Exceptional Persons Inc. (EPI) is a private, non-profit, charitable organization; No ownership; Foundation board Secretary; 04/01/2020; 04/01/2023; 1 hours/month; 0 hours/trading; To review and discuss financial aspects and how they will best fulfill their stated mission

Exams

• S65 Uniform Investment Adviser Law Examination
  2005-07-19
• S63 Uniform Securities Agent State Law Examination
  1993-05-10

Other Names

• Matt Gary