Markets may shift – our support doesn’t.
We’re here to help during this period of market volatility and uncertainty.
Skip to main content

Our financial advice team


Matthew Halverson, Financial Advisor serving the Cedar Falls, IA area - Ameriprise Advisors

Matthew Halverson

CFP®, BFA, APMA

Financial Advisor

Discerning Wealth
6
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

  • Tax Planning Strategies
  • Cash Flow Management Strategies
  • Business Retirement Plans
  • Small Business
  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Charitable Giving
  • Investment Management
  • Investments

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • BFA™ Behavioral Financial Advisor
  • APMA™ Accredited Portfolio Management Advisor™

Education

  • Bachelor of Science in Accounting & Finance at University of Wisconsin, Parkside, 2019

Awards & recognition

  • Discerning Wealth, Forbes Best-in-State Wealth Management Teams, 2023-2025

Interests

I enjoy hunting, fishing and sports. I also take pride in my garden and canning salsa with my wife, Libby. We cherish spending time with both of our families and our great group of friends.