Matthew Curtis

About Matthew Curtis

As a Regional Vice President of Retirement for the 12 state Mid-America Region, Matthew Curtis is responsible for leading roughly Ameriprise Financial advisors with sales and technical support for IRA rollovers and consolidation, in-service distributions, after-tax strategies, along with business retirement plan selection and implementation. Further, he consults advisors through in-depth distribution and tax efficient strategies related to retirement plan product solutions, including traditional, Roth and inherited IRAs, SEP and SIMPLE IRA plans, and all types of qualified retirement plans, including 401(k), 403(b), cash balance plans, traditional pensions and certain nonqualified plans.Ultimately, Matthew\'s mission is to lead advisors to serve more people within their communitiesCertified Financial Planner & Retirement Income Certified Professional Securities Licenses: Series 7, 63, & 66Insurance Producer License: Life, Accident & Health

Experience

1. Vice President - Ameriprise Independent Advisors

   Ameriprise Financial Services, LLC

   Dec 2025 — Present · Nashville, TN, US

   Leader of approximately 400 financial advisors, driving $250M in annual production. Responsible for delivering business results and accelerating growth through strategic leadership, team development, and operational support. Key focus areas include recruiting experienced financial advisors, fostering collaboration among high-performing advisory practices, and building a culture of excellence to maximize client impact and organizational success.

Education

• Augsburg University

  Finance, Business Administration, and a minor in Managment Information Systems, Business, Finance

  2007 — 2011

Skills

• Series 63
• Retirement Benefits
• Wealth Management
• Securities
• Estate Planning
• Employee Benefits
• Valuation
• Health Insurance
• Financial Advisory
• Roth Ira
• Life Insurance
• Finance
• Key Person Protection
• Esop
• Estate Tax Planning
• Disability Insurance
• Business Planning
• Income Protection
• Retirement
• Non-Qualified Deferred Compensation
• Strategic Financial Planning
• Rollovers
• Investment Strategies
• Insurance
• Iras
• Retirement Planning
• Project Management
• Financial Management Services
• Business Valuation
• Asset Allocation
• Mutual Funds
• Saving for Education
• Managed Money
• Financial Analysis
• Business Networking
• Executive Protection
• College Savings Plans
• Tax-Advantaged Investment Strategies
• Executive Benefit Strategies
• Investment Advisory