Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Osendorf is a financial advisor at Ameriprise Financial Services, LLC and has been in the financial services industry since August 1998. Matthew is a registered representative in Minnesota and Texas, and holds Series 6, 7, and 63 licenses. Matthew has a strong background in providing financial planning and investment advice, with a focus on retirement planning, college savings, and wealth management. Matthew specializes in providing financial guidance to individuals, families, businesses, and trusts/estates.
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
MN
11/06/2007 - Present
Ameriprise Financial Services, LLC (Minnetonka MN)
MN
10/14/2003 - 01/12/2004
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
MO
05/31/2001 - 10/10/2003
EDWARD JONES (ST. LOUIS MO)
MN
08/10/1998 - 06/05/2001
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
08/10/1998 - 06/05/2001
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BC
Issued 10/29/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/15/1999
Series 7 - General Securities Representative Examination
BC
Issued 08/07/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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