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Matthew A

Series 63, Series 65, Series 66

Des Moines, IA

Altitude Capital Management LLC

Matthew Anderson is a financial advisor with Altitude Capital Management LLC in Des Moines, IA, holding Series 63, 65, and 66 licenses and possessing 13 years of industry experience. His prior roles include positions at Whitney Kuhn LLC, Next Phase Financial, Bancwest Investment Services, Securities America Advisors, U.S. Bancorp Investments, and LPL Financial. Altitude Capital Management LLC provides investment advisory and financial planning services primarily to individuals and high net worth clients. The firm employs a multi-team structure and utilizes a variety of investment approaches tailored to client objectives, managing $103.6 million in discretionary assets without imposing a minimum account size.

Annuities General estate planning guidance
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James R

Series 63, Series 65

Des Moines, IA

Altitude Capital Management LLC

James Rhodes is a financial advisor at Altitude Capital Management LLC in Des Moines, IA, holding Series 63 and Series 65 credentials with one year of industry experience. His prior work includes roles at Whitney and Associates, Redbird Insurance, and Wells Fargo. Altitude Capital Management LLC provides investment advisory and financial planning services primarily to individuals and high net worth clients. The firm uses a range of investment approaches tailored to client objectives and risk profiles, managing $103.6 million in discretionary assets without a firm minimum account size.

Annuities General estate planning guidance
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