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Matthew Landry

Ameriprise Financial Services, LLC
14 Years of Experience
Houston, TX
1 DisclosureBrokerSells Insurance
View SEC Summary
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Matthew Landry is a registered investment advisor at Ameriprise Financial Services, LLC, based in Houston, TX, with 14 years of industry experience. Matthew is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 6 more. Their firm serves 1,386,329 clients with $660B in assets under management.

Ameriprise Financial Services, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
12955 advisors
Number of Clients
1,386,329 clients
Average Client Portfolio
$476K average
Assets Under Management
$660.5B

Fee Structure

Minimum Investment:$2K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

The maximum total annual advisory fee is 2.0% of managed account assets. Fees are negotiable with your financial advisor and vary based on the specific program and services selected.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

800 Bering Dr Ste 105, Houston, TX, 77057

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Employment Separation After Allegations
November 2018
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Matthew is an independent insurance broker for Symetra, selling universal life insurance since 2023. Matthew also owns Di11, LLC, paying himself a W-2 wage and contributing to a 401(k), spending a few hours per week on these activities.

Employment History
Current Registrations
Ameriprise Financial Services, LLC
February 2019 - Present · 7 yrs 8 mos
Ameriprise Financial Services, LLCBroker
January 2019 - Present · 7 yrs 9 mos
Ameriprise Financial Services, LLC
January 2019 - Present · 7 yrs 9 mos
Previous Registrations
Ameriprise Financial Services, INC.
January 2019 - January 2019 · 0 mos
Edward Jones
November 2011 - December 2018 · 7 yrs 1 mo
Edward JonesBroker
September 2011 - December 2018 · 7 yrs 3 mos
State Registrations11 states
AKAZCACOCTLANCNJNMOHTX
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.
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