Matthew Rea
Matthew Rea is a registered investment advisor at Ameriprise Financial Services, LLC, based in Minneapolis, MN, with 34 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1,330,280 clients with $560B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Ameriprise Financial Services offers several managed account programs. The fees vary depending on the program selected. These fees include an asset-based fee, which covers investment advisory services and investment management fees. Some accounts may also have an Investments and Infrastructure Support Fee. Clients also pay investment costs, which are the underlying fees related to investment products purchased within the managed account. Additional fees and expenses may be incurred based on the nature of the investments.
Location
9013rd Avenue South, Minneapolis, MN, 55402
Get directionsHistory
Regulatory History (3)
Customer Dispute
February 2000Customer Dispute
June 1999Customer Dispute
June 1999Employment History
Current Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Previous Registrations
Ameriprise Advisor Services, INC.
Ameriprise Advisor Services, INC.Broker
Chicago Investment Group, INC.Broker
First Albany CorporationBroker
Olde Discount CorporationBroker
Dickinson & CO.Broker
Gruntal & CO. IncorporatedBroker
Painewebber IncorporatedBroker
Prudential Securities IncorporatedBroker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
First Investors CorporationBroker
State Registrations34 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.