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Matthew J De Vries, Private Wealth Advisor serving the Fargo, ND area - Ameriprise Advisors

Matthew J De Vries

MBA, CFP®, AAMS

Private Wealth Advisor

Surety Wealth Group

An Ameriprise Private Wealth Advisor

16
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Client Satisfaction 5.0 / 5 rating based on 39 reviews
See disclosures

Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Business Retirement Plans
  • Charitable Giving
  • Christian Financial Strategies
  • Tax Planning Strategies
  • Retirement Plan Distribution
  • Social Security Retirement Benefits
  • Retirement Planning Strategies
  • Investment Management
  • Intergenerational Planning
  • Insurance
  • Estate Planning Strategies
  • Saving for Education

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • AAMS™ Accredited Asset Management Specialist™

Education

  • Master of Business Administration (MBA), Newman University, Wichita, KS, 2006
  • Bachelor of Arts, Northwestern College, Orange City, IA, 2002

Awards & recognition

  • Ameriprise Client Experience Award, 2023

Community participation

  • Board of Directors, Executive Committee - Friends of the Children, Fargo-Moorhead
  • Game Announcer for Park Christian School volleyball and girls basketball games

Interests

In my free time, I enjoy traveling with my family, as well as family sports and activities. I also enjoying running and have completed several half marathons.