Matthew Michael Borchert

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

• 04/2006 → 03/2020
  Ameriprise Financial Services, Inc.
  Maple Grove, MN
• 03/2020 → Present
  Ameriprise Financial Services, Llc
  Maple Grove, MN

Other Businesses

Business Ownership; PASJ LLC; Co-owner of pass thru entity; Legal Entity established to manage my practice/business office and related activities/expenses.; 11671 Fountains Drive N, , Maple Grove, MN, 55369; Not Investment-Related; 01/01/2022; 40 to 59 hours per month; 40 to 59 during trading hours. Outside Employment; PASJ LLC; Managing Partner - Aide in providing management and decision making with regard to strategic vision, operational and financial support of the Ameriprise Financial Practice.; ; 11671 Fountains Drive N, , Maple Grove, MN, 55369; Not Investment-Related; 01/01/2022; 40 to 59 hours per month; 40 to 59 during trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2006-08-23

Designations

• Certified Financial Planner