Matthew Anderson, financial advisor Des Moines IA

Matthew Anderson

CRD Number: 2174026
Current Firm: Altitude Capital Management LLC

Matthew Anderson (CRD# 2174026) is an Investment Advisor Representative working at Altitude Capital Management LLC in Des Moines, IA and has over 29 years of experience in the finance industry.

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Company Name Location Dates Years
Whitney-kuhn, LLC Plano, TX Nov 2018 - Current 5
Next Phase Financial Des Moines, IA Apr 2016 - Oct 2020 4
Alternative Brokerage Clive, IA Mar 2013 - Apr 2016 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 1994
S66 NASAA Uniform Combined State Law Examination Feb 2006
S65 NASAA Investment Advisors Law Examination Sep 2018
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Matthew D. Anderson
Phone Number: 515-207-3310
Registered State(s):
  • IA
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

FL, IA, ME, MO, NC, PA, TX

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