Matthew Greer
Matthew Greer is a registered investment advisor at Ameriprise Financial Services, LLC, based in Edina, MN, with 24 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
7650 Edinborough Way, Ste 225, Edina, MN, 55435
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Matthew owns real estate, is involved in expense tracking and management for multiple entities including SPWG LLC and Team THT, and is the CEO of Smokin' Pit Patriots, a BBQ competition and catering business. He also holds a minority ownership in Pinnacle Tax Solutions LLC and is a board member for Greer.
Employment History
Current Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Previous Registrations
Ids Life Insurance CompanyBroker
State Registrations24 states
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