Unclaimed
Matthew Steiger is an investment advisor representative with Columbia Management Investment Advisers, LLC. Matthew has been in the industry since October 21, 2017, and has experience working with a variety of clients, including high-net-worth individuals, corporations, investment companies, and insurance companies. Matthew holds the Series 7, 63, and 65 licenses. Matthew was previously registered with Ameriprise Financial Services, Inc. from 2009 to 2010. In addition to their role at Columbia Management, Matthew is also a registered representative with Columbia Management Investment Distributors, 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.
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.
Strategic management for diversified investment portfolios.
Asset liability management, credit analysis & asset allocation svcs
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
MN
04/05/2019 - Present
Columbia Management Investment Advisers, LLC (Minneapolis MN)
MN
07/21/2009 - 06/04/2010
AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
BC
Issued 12/14/2021
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 02/04/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/16/2019
Series 7TO - General Securities Representative Examination
BC
Issued 05/10/2019
SIE - Securities Industry Essentials Examination
BC
Issued 07/20/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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