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Stephen Craig Matson

Ameriprise Financial Services, LLC

Zanesville, OH

Dublin, OH

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Current Employers
Ameriprise Financial Services, Llc

901 3Rd Avenue South, Minneapolis, MN 55402 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2026-05-27
  • OH RA
    APPROVED
    Since 2026-05-27

Branch Locations

1166 Military Rd, Zanesville, OH 43701-1562 • United States

6241 Riverside Dr, Dublin, OH 43017-5068 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Matson Insurance Agency, Inc Zanesville OH 05/1985 05/2026
Cfd Investments, Inc. Kokomo IN 09/2004 05/2026
Creative Financial Designs Kokomo IN 12/2006 05/2026
Ameriprise Financial Services, Llc Zanesville OH 05/2026 Present
  • 05/1985 → 05/2026
    Matson Insurance Agency, Inc
    Zanesville, OH
  • 09/2004 → 05/2026
    Cfd Investments, Inc.
    Kokomo, IN
  • 12/2006 → 05/2026
    Creative Financial Designs
    Kokomo, IN
  • 05/2026 → Present
    Ameriprise Financial Services, Llc
    Zanesville, OH
Previous Registrations
  • 2004-09-08 → 2026-05-27
    Creative Financial Designs, Inc.
    Zanesville, OH
    Zanesville, OH
    Kokomo, IN
    Zanesville, OH
  • 2001-08-08 → 2004-09-03
    Questar Capital Corporation
    Zanesville, OH
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2012-07-09
S65 Uniform Investment Adviser Law Examination 2008-07-14
  • S63 Uniform Securities Agent State Law Examination
    2012-07-09
  • S65 Uniform Investment Adviser Law Examination
    2008-07-14
Other Names
  • Stephen Matson
  • Stephen C Matson
  • Stephen Craig Matson
  • Stephen C Matson
  • Stephen Matson
  • Steve Craig Matson
  • Steve C Matson
  • Steve Matson
  • Steve Craig Matson
  • Steve C Matson
  • Steve Matson

View on SEC IAPD

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Other Offices

RAYMOND JAMES & ASSOCIATES, INC. · Zanesville, OH
THE HUNTINGTON INVESTMENT COMPANY · Zanesville, OH
LPL FINANCIAL LLC · ZANESVILLE, OH
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · ZANESVILLE, OH
STATE FARM INVESTMENT MANAGEMENT CORP. · Zanesville, OH
STATE FARM INVESTMENT MANAGEMENT CORP. · Zanesville, OH
HENDLEY & CO. INC. · ZANESVILLE, OH
AMERIPRISE FINANCIAL SERVICES, LLC · ZANESVILLE, OH

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