Unclaimed
Matt McGibson is a financial advisor at Ameriprise Financial Services, LLC. Matt has been in the industry since October 2005 and has experience working with individuals, high-net-worth individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, and corporations or other businesses. Matt is registered with the state of Minnesota and holds the Series 7, Series 24, and Series 66 licenses. Matt's previous employers include U.S. Bancorp Investments, Inc., LPL Financial LLC, Wealth Enhancement Brokerage Services, LLC, RBC Capital Markets, LLC, and Ameriprise Financial Services, Inc.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Asset allocation services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
MN
10/17/2022 - Present
Ameriprise Financial Services, LLC (Minneapolis MN)
MN
05/29/2015 - 10/06/2022
U.S. BANCORP INVESTMENTS, INC. (SAINT PAUL MN)
MN
01/13/2012 - 05/28/2015
LPL FINANCIAL LLC (PLYMOUTH MN)
MN
01/18/2012 - 05/18/2015
WEALTH ENHANCEMENT BROKERAGE SERVICES, LLC (PLYMOUTH MN)
MN
05/09/2006 - 12/05/2011
RBC CAPITAL MARKETS, LLC (MINNEAPOLIS MN)
MN
09/12/2005 - 05/11/2006
AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
MN
09/12/2005 - 05/11/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 06/11/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/21/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/10/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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