Matthew KoelschCRD Number: 6088726
Current Firm: Ameriprise Financial Services, Inc.
Matthew Koelsch (CRD# 6088726) is an Investment Advisor Representative working at Ameriprise Financial Services, Inc. in Chanhassen, MN and has over 3 years of experience in the finance industry.
Brown Wealth Management, LLC
Phillip James Financial Company
Allodium Investment Consultants, LLC
|Ameriprise Financial Services,inc..||Chanhassen, MN||Jun 2013 - Current||4|
|Snuffy's Malt Shop||Edina, MN||May 2011 - Jun 2013||2|
|Schmidt And Associates Of Ameriprise Financial Services||Arden Hills, MN||Jun 2012 - May 2013||< 1|
|Snuffy's Malt Shop||St. Paul, MN||Aug 2009 - May 2011||1|
|Snuffy's Malt Shop||Edina, MN||May 2008 - May 2009||1|
|Edina High School||Edina, MN||May 2005 - May 2008||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Aug 2013|
|S63||Uniform Securities State Law Examination||Jul 2013|
Total Assets Under Management178,060MILLIONS
Total Number of Accounts1,085,445ACCOUNTS
Average Account Value$164,044
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV
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