Matthew Hamner (CRD# 6863873) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Saint George, UT and has over 6 years of experience in the finance industry. Matthew Hamner has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 6244337
Soltis Investment Advisors, LLC
CRD# 6447966
Nuwealth Advisors, LLC
CRD# 3184654
Northwestern Mutual Investment Services,llc
The CFP is the gold standard for financial professionals who perform comprehensive financial planning. CFPs must undergo rigorous exams and meet other requirements to obtain this designation.
Like the CFP, ChFCs take extensive coursework on a wide variety of financial planning topics. ChFCs actually take more coursework than CFPs, but are not required to prove their knowledge through a board examination.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ameriprise Financial Services, LLC | Edmonds, WA | Jun 2023 - Current | < 1 |
| Edward Jones | St Louis, MO | Oct 2017 - Jun 2023 | 5 |
| Ubereats | Seattle, WA | Mar 2017 - Oct 2017 | < 1 |
| Frontier Communications | Lindon, UT | Apr 2016 - Mar 2017 | < 1 |
| Peek Pro | Sandy, UT | Apr 2016 - Apr 2016 | < 1 |
| Trizon | Orem, UT | May 2015 - Apr 2016 | < 1 |
| Ketchum Building Services | Orem, UT | Nov 2015 - Dec 2015 | < 1 |
| Vivint | Provo, UT | May 2014 - May 2015 | 1 |
| Northeastern Services | Orem, UT | Apr 2014 - Jul 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Dec 2017 |
- TX
- UT
- WA
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Total Assets Under Management479,794MILLIONS
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Total Number of Accounts2,284,921ACCOUNTS
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Average Account Value$209,983
- 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
- Other
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, WY
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