Advisor profile


My approach

Matthew Stroede - My approach photo

What you can expect when you work with me

At Ameriprise, our purpose is to help you feel confident, connected and in control of your financial life. The right financial advice can help prepare you for whatever life brings – both the expected and the unexpected.
When you work with me, you receive:

· 1:1 financial advice based on your goals and needs.

· Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.

· Regular meetings to review your goals, progress and investments.

· Anytime access to your investments and digital tools to help you stay on track.

Feel confident about your financial future.

Matthew Stroede - My approach photo

Areas of focus

  • Family Finances
  • Retirement Planning Strategies
  • Cash Flow Management Strategies
  • Social Security Retirement Benefits
  • Insurance
  • Intergenerational Planning
  • Investment Management
  • Estate Planning Strategies
  • Small Business
  • Tax Planning Strategies

Qualifications

  • CRPC® Chartered Retirement Planning Counselor℠
  • Series 7 License
  • Series 66 License
  • Wisconsin Life, Accident & Health, and Variable Annuity Insurance License

Education

  • University of Wisconsin - Oshkosh; Bachelors Degree; Marketing & Human Resources
  • Valley Christian High School (Oshkosh, WI)

Interests

  • Spending time with my amazing family & friends
  • Running along the Lake Michigan shoreline
  • Learning about my local small businesses community

Community participation

  • Big Brothers Big Sisters (Big Brother)
  • City on a Hill (Milwaukee Community Health Clinic Volunteer)
  • Compassion International (Sponsor)
  • UW Sports Ministry (Supporter)

Professional associations

  • Leadership Menomonee Falls; Class of 2013
  • Toastmasters - Cream City Communicators Club; Member

Previous experience

  • Owner & CEO, Lapdog Imagination, 2014 - Present
  • Marketing Consultant, Cousins Submarines Inc., 2007 - 2016
  • Financial Advisor Assistant, Ameriprise Financial, 2003 - 2007
  • Customer Service Associate, Chase Bank, 2003 - 2004