Skip to main content

Our financial advice team


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

Matthew Halverson

CFP®, BFA

Financial Advisor

Discerning Wealth
5
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
  • Charitable Giving
  • Investment Management
  • Investments

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • BFA™ Behavioral Financial 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, 2024

Community participation

  • Wartburg College Wrestling - Volunteer Assistant Coach

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.