Matthew Steiger

Employer firm

Dakota Wealth, LLC CRD 297987

$6.94B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Pension consulting
• Selection of other advisers
• OUTSOURCED INVESTMENT ADVISORY SERVICES FOR OTHER ADVISERS; TAX PREPARATION/FILING

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

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

Current Employers

Employment History

• 06/2014 → 02/2017
  Columbia Management Investment Advisers, Llc
  Minneapolis, MN
• 01/2018 → 03/2026
  Columbia Management Investment Advisers, Llc
  Minneapolis, MN
• 03/2017 → 11/2017
  Stillwater Investment Management, Llc
  Stillwater, MN
• 04/2026 → Present
  Dakota Wealth, Llc
  Stillwater, MN

Previous Registrations

• 2019-04-05 → 2026-03-13
  Columbia Management Investment Advisers, Llc
  Minneapolis, MN
  Boston, MA
• 2017-04-19 → 2017-11-15
  Stillwater Investment Management, Llc
  Stillwater, MN

Exams

• S63 Uniform Securities Agent State Law Examination
  2021-12-14
• S65 Uniform Investment Adviser Law Examination
  2017-02-04

Designations

• Chartered Financial Analyst

Other Names

• Matthew Steiger
• Matthew Thomas Steiger