Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Westhafer is an investment advisor representative at Ameriprise Financial Services, LLC. Matthew has been in the industry since 2002. Matthew is licensed to provide investment advice in Indiana and Texas. Matthew holds Series 7, Series 66 and SIE licenses. Ameriprise Financial Services, LLC has been in business since 1894 and has offices in 50 states. They have over 11,000 financial advisors and manage over $479 billion in assets for over 1.4 million clients. The firm provides a variety of investment services including financial planning, pension consulting, portfolio management, and asset allocation services.
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.
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2
IN
03/03/2023 - Present
Ameriprise Financial Services, LLC (Greensburg IN)
IN
10/18/2019 - 03/10/2023
ROBERT W. BAIRD & CO. INCORPORATED (GREENSBURG IN)
IN
01/11/2006 - 10/18/2019
J.J.B. HILLIARD, W.L. LYONS, LLC (GREENSBURG IN)
OH
07/01/2004 - 01/20/2006
FIFTH THIRD SECURITIES, INC. (CINCINNATI OH)
KY
09/26/2002 - 07/28/2004
J.J.B. HILLIARD, W.L. LYONS, INC. (LOUISVILLE KY)
BOTH
Issued 10/15/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/25/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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