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Matthew Siegle, Financial Advisor serving the Decorah, IA area - Ameriprise Advisors

Matthew Siegle

CFP®, CRPC, AAMS, APMA

Financial Advisor

Echelon Wealth Partners
17
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

  • Retirement Income Strategies
  • Tax Planning Strategies
  • Estate Planning Strategies

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • CRPC™ Chartered Retirement Planning Counselor™
  • AAMS™ Accredited Asset Management Specialist™
  • APMA™ Accredited Portfolio Management Advisor™

Education

  • B.S. in Finance from St. Cloud State

Awards & recognition

  • Echelon Wealth Partners, Forbes Best-in-State Wealth Management Teams, 2023-2024
  • Echelon Wealth Partners, Ameriprise Client Experience Award, 2023

Interests

I enjoy time with my wife and daughter when I'm out of the office. As well as trying to get on the golf course and stay active at the gym.