Adviser and broker representative · Ameriprise Financial Services, LLC
Matthew H. Davis
CRD 6662994 · Inver Grove Heights, MN
At a glance
Matthew H. Davis is an investment adviser representative with Ameriprise Financial Services, LLC in Inver Grove Heights, MN, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Matthew’s SEC record dates to 2023, about 3 years ago. Matthew is also registered as a broker representative.
Current advisory firm
- Ameriprise Financial Services, LLCSince June 2023Inver Grove Heights, MN · $660B in regulatory assets
SEC adviser record
- Registered since
- 2023 (3 years)
- Designations
- None on file
- Exams
- Series 66
- Registered in
- 2 states
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Matthew’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- Locked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.
More at Ameriprise Financial Services, LLC
- Jett A. LakariInver Grove Heights
- David PetersonInver Grove Heights
- Michael W. RyanInver Grove Heights · Certified Financial Planner, Chartered Financial Consultant
- Patricia M. RyanInver Grove Heights
- Naila AbadPineville
- Mark A. AbadirRed Bank
- Daniel AbankwahCalabasas
- Rebecca J. Abbatamarco-BoisclairWarwick
Every advisor at Ameriprise Financial Services, LLC →Ameriprise Financial Services, LLC: assets, clients and custodians →Ameriprise news, moves and payouts →Financial advisors in Inver Grove Heights, MN →Every Ameriprise Financial Services, LLC advisor in Inver Grove Heights →Advisor Moves: who changed firms this week →