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Matthew Thompson

24 Years of Experience
Overland Park, KS
1 DisclosureBroker

Matthew Thompson is a registered investment advisor at Ameriprise Financial Services, LLC, based in Overland Park, KS, 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
12781 advisors
Number of Clients
1,330,280 clients
Average Client Portfolio
$424K average
Assets Under Management
$564.6B

Fee Structure

Minimum Investment:$2K

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.

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Location

5700 W 112th St, Ste 130, Overland Park, KS, 66211-1749

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History

Regulatory History (1)
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Customer Dispute
March 2009
Denied
Other Business Activities

Matthew owns real estate, including a single-family home, and has business ownership interests. He also has outside employment with Creative Collaboration, dedicating about a third of his time to it.

Employment History
Current Registrations
Ameriprise Financial Services, LLC
August 2001 - Present · 24 yrs 9 mos
Ameriprise Financial Services, LLC
July 2001 - Present · 24 yrs 10 mos
Ameriprise Financial Services, LLCBroker
July 2001 - Present · 24 yrs 10 mos
Previous Registrations
Ids Life Insurance CompanyBroker
July 2001 - July 2006 · 5 yrs
State Registrations49 states
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AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.