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Mathew Colemer, Private Wealth Advisor serving the Wisconsin Rapids, WI area - Ameriprise Advisors

Mathew Colemer

AWMA℠, APMA, CRPC

Private Wealth Advisor

StrongBridge Wealth Advisors
11
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
  • Investment Management
  • Estate Planning Strategies
  • Charitable Giving
  • Retirement Planning Strategies
  • Wealth Preservation Strategies
  • Intergenerational Planning
  • Small Business
  • Tax Planning Strategies

Qualifications

  • AWMA℠ Accredited Wealth Management Advisor™
  • APMA™ Accredited Portfolio Management Advisor™
  • CRPC™ Chartered Retirement Planning Counselor™

Education

  • BS Broad-Field Social Science, 2005, UW-Stevens Point, Stevens Point, WI
  • MA Instructional Technology, 2012, Marian University, Fond du Lac, WI

Awards & recognition

  • Ameriprise Circle of Success, 2016-2023
  • StrongBridge Wealth Advisors, Ameriprise Client Experience Award, 2020, 2021
  • Forbes Top Next-Generation Wealth Advisors, 2018, 2020
  • Forbes Best-in-State Next-Generation Wealth Advisors, 2019
  • Forbes Best-in-State Wealth Advisors, 2019-2023

Professional associations

  • Boys and Girls Club Board Member

Stay informed on financial planning, stock market and economic impacts, and more - before even becoming a client. Through my monthly newsletters, you'll get a sense of the personalized financial advice you can expect to receive from my practice.

Community participation

Board of Directors: Boys and Girls Club of Wisconsin Rapids

Interests

My wife and I have two young children. My main interest in life is watching them grow! Additionally, I love the outdoors and enjoy spending time hunting, fishing, boating, camping and backpacking. As a former educator I value being involved in and donating to activities that benefit children.