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Matthew Greer, Financial Advisor serving the Edina, MN area - Ameriprise Advisors

Matthew Greer

CRPC, APMA

Financial Advisor

Summit Private Wealth Group

An Ameriprise Platinum Financial Services® Advisor

24
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
  • Investments
  • Retirement Planning Strategies
  • Saving for Education
  • Estate Planning Strategies

Qualifications

  • CRPC™ Chartered Retirement Planning Counselor™
  • APMA™ Accredited Portfolio Management Advisor™
  • FINRA - SERIES 7, 66
  • Life, Health and Variable Annuity License

Education

  • B.A., Organizational Management and Speech Communications, Gustavus Adolphus College, St. Peter, MN

Awards & recognition

  • Five Star Wealth Manager, 2014-2019

Community participation

  • Board member for ELIMU 2011-2017
  • Board member for Affordable Suburban Housing 2008-2019
  • Various volunteers opportunities at my church.

Interests

  • Spending time with my family. My two girls keep our household energetic and busy.
  • Helping non profit organizations improve their cause to do real and permanent good.
  • Grilled cuisine and fine bar-b-que. Local and sustainable food.
  • Heading up to the lake to spend time with family.