Matthew Olson, financial advisor Decorah IA

Matthew Olson

CRD Number: 5434093
Current Firm: Ameriprise Financial Services, LLC

Matthew Olson (CRD# 5434093) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Decorah, IA and has over 16 years of experience in the finance industry.

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Company Name Location Dates Years
Ameriprise Financial Services, LLC Decorah, IA Mar 2020 - Current 4
Ameriprise Financial Services, Inc. Decorah, IA Oct 2007 - Current 16
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jan 2008
Contact Info for Matthew H. Olson
Phone Number: 612-671-3131
Firm Website: http://ameriprise.com
Registered State(s):
  • IA
  • WI
By the Numbers
  • Total Assets Under Management
    414,380
    MILLIONS
  • Total Number of Accounts
    1,953,584
    ACCOUNTS
  • Average Account Value
    $212,113
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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