Matthew Lynn Miller

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

• 07/2017 → 03/2020
  Ameriprise Financial Services, Inc.
  Indianapolis, IN
• 06/2017 → 07/2017
  Unemployed
  Bremen, IN
• 01/2017 → 05/2017
  Rsm Us, Llp
  Elkhart, IN
• 01/2003 → 12/2016
  Ernst & Young, Llp
  Indianapolis, IN
• 03/2020 → Present
  Ameriprise Financial Services, Llc
  Indianapolis, IN

Other Businesses

Outside Employment; Bremen Public Schools; Basketball coach; Education; 512 West Grant St., Bremen, IN 46506, ,; Not Investment-Related; 11/01/2017; 10 to 19 hours per month; 1 to 9 during trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2018-05-04