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Our financial advice team


Matthew Halverson, Financial Advisor serving the Cedar Falls, IA area - Ameriprise Advisors

Matthew Halverson

CFP®, APMA

Financial Advisor

Discerning Wealth
5
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Investments
  • Retirement Planning Strategies

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • APMA™ Accredited Portfolio Management Advisor™

Education

  • Bachelor of Science in Accounting & Finance at University of Wisconsin, Parkside, 2019

Awards & recognition

  • Discerning Wealth, Forbes Best-in-State Wealth Management Teams, 2023