Matthew D. Anderson

ALTITUDE CAPITAL MANAGEMENT LLC

Des Moines, IA 50312

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CRD#: 2174026

Professional summary

Matthew David Anderson is a registered financial advisor currently at ALTITUDE CAPITAL MANAGEMENT LLC located in Des Moines, Iowa.

Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1995. Matthew has worked at 12 firms and has passed the Series 65, Series 66, Series 63, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

INSURANCE AGENT; NEXT PHASE FINANCIAL; INVESTMENT-RELATED; SINCE 2016; DES MOINES, IOWA; INDEPENDENT AGENT; APPROX. 130 HOURS/MO DURING TRADING HOURS; INSURANCE AND ANNUITY SALES.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew David Anderson's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

March 8, 2024 - Present

ALTITUDE CAPITAL MANAGEMENT LLC

Office #1: 2015 Grand Avenue Suite 100, Des Moines, IA 50312

RIA

CRD#: 329366

Des Moines, IA

Past

December 19, 2018 - March 6, 2024

KUHN CAPITAL PARTNERS

RIA

CRD#: 283028

DES MOINES, IA

Past

March 28, 2011 - February 11, 2013

BANCWEST INVESTMENT SERVICES, INC.

RIA

CRD#: 29357

WEST DES MOINES, IA

Past

March 25, 2011 - February 11, 2013

BANCWEST INVESTMENT SERVICES, INC.

CRD#: 29357

WEST DES MOINES, IA

Past

October 23, 2009 - March 14, 2011

MIDAMERICA FINANCIAL SERVICES, INC.

CRD#: 47351

NEWTON, IA

Past

April 27, 2009 - October 20, 2009

SECURITIES AMERICA ADVISORS, INC.

RIA

CRD#: 110518

LA VISTA, NE

Past

April 24, 2009 - October 20, 2009

SECURITIES AMERICA, INC.

CRD#: 10205

NEWTON, IA

Past

October 5, 2006 - March 19, 2009

U.S. BANCORP INVESTMENTS, INC.

RIA

CRD#: 17868

MARSHALLTOWN, IA

Past

September 29, 2006 - March 19, 2009

U.S. BANCORP INVESTMENTS, INC.

CRD#: 17868

MARSHALLTOWN, IA

Past

February 23, 2006 - August 23, 2006

LPL FINANCIAL LLC

RIA

CRD#: 6413

WEST DES MOINES, IA

Past

June 23, 2005 - August 23, 2006

LPL FINANCIAL LLC

CRD#: 6413

WEST DES MOINES, IA

Past

March 6, 2003 - June 24, 2005

INVEST FINANCIAL CORPORATION

CRD#: 12984

APPLETON, WI

Past

July 27, 2000 - May 25, 2001

DIRECTED SERVICES LLC

CRD#: 21675

WEST CHESTER, PA

Past

July 6, 1998 - July 10, 2000

LOCUST STREET SECURITIES, INC.

CRD#: 1703

DES MOINES, IA

Past

March 24, 1995 - December 9, 1996

PRUCO SECURITIES, LLC.

CRD#: 5685

NEWARK, NJ

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

ALTITUDE CAPITAL MANAGEMENT LLC

CRD#: 329366 / SEC#: 801-129287

RIA

Registered Investment Advisory firm - (1/2/2024 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Iowa
(3/8/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 9/17/2018

Uniform Investment Adviser Law Examination

State Security Law Exam

IAR

Series 66

Date: 2/20/2006

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 12/21/1994

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 11/21/2005

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 12/9/1994

Investment Company Products/Variable Contracts Representative Examination

Current Firm

ALTITUDE CAPITAL MANAGEMENT LLC

CRD#: 329366 / SEC#: 801-129287

RIA

Registered Investment Advisory firm - (1/2/2024 Approved)

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Contact information

Main Address

2015 Grand Avenue Suite 100, Des Moines, IA 50312

Mailing Address

Phone number

(515) 207-3310

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (27 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ACM ADV PART 2A (3/19/2025)

Regulatory assets under management

Total Number of Accounts	672
AUM (Assets Under Management)	$ 49,400,000

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Matthew D. Anderson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew David Anderson's CRS (Customer Relationship Summary).

Certified licenses

Experience

KUHN CAPITAL PARTNERS

BANCWEST INVESTMENT SERVICES, INC.

BANCWEST INVESTMENT SERVICES, INC.

MIDAMERICA FINANCIAL SERVICES, INC.

SECURITIES AMERICA ADVISORS, INC.

SECURITIES AMERICA, INC.

U.S. BANCORP INVESTMENTS, INC.

U.S. BANCORP INVESTMENTS, INC.

LPL FINANCIAL LLC

LPL FINANCIAL LLC

INVEST FINANCIAL CORPORATION

DIRECTED SERVICES LLC

LOCUST STREET SECURITIES, INC.

PRUCO SECURITIES, LLC.

Primary Firm SEC Registration

ALTITUDE CAPITAL MANAGEMENT LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 9/17/2018

Series 66

Date: 2/20/2006

Series 63

Date: 12/21/1994

Series 7

Date: 11/21/2005

Series 6

Date: 12/9/1994

Current Firm

ALTITUDE CAPITAL MANAGEMENT LLC

Contact information

SEC notice filing (27 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ALTITUDE CAPITAL MANAGEMENT LLC

TRUST BUT VERIFY

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