Michael Matus, financial advisor Fort Mill SC
81 score

Michael Matus

CRD Number: 2984231
Current Firm: Ameriprise Financial Services, Inc.

Michael Matus (CRD# 2984231) is an Investment Advisor Representative working at Ameriprise Financial Services, Inc. in Fort Mill, SC and has over 18 years of experience in the finance industry.

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Company Name Location Dates Years
Ids Life Insurance Company Columbia, SC Dec 1997 - Current 19
American Express Financial Advisors Inc. Columbia, SC Dec 1997 - Current 19
The Ocean County Utilities Authority Bayville, NJ Nov 1993 - Current 23
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1998
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, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Financial Issue
Get Details on the FINRA Advisor Check site
Contact Info for Michael G. Matus
Phone Number: 612-671-3131
Registered State(s):
  • SC
By the Numbers
  • Total Assets Under Management
    178,060
    MILLIONS
  • Total Number of Accounts
    1,085,445
    ACCOUNTS
  • Average Account Value
    $164,044
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
  • 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
Types of Clients
Registered States

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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BADGES
81

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