Cetera Investment Advisers
45yrs
Top advisor by experience in Ankeny
34yrs
Based in Ankeny, Iowa, Michael Mathis is a fiduciary financial advisor with 34 years of industry experience. Michael has been with U.S. Bancorp Advisors since 2026; before that, Michael spent 14 years at U.S. Bancorp Investments and five years at Edward Jones. U.S. Bancorp Advisors offers financial planning, investment management, and selecting outside investment managers and is paid through a percentage of assets.
One of 72 advisors with offices in Ankeny, and one of 67 fiduciaries.
At a glance
Experience34 years (since 1992)
How that compares ?Top 4% by experience at U.S. Bancorp Advisors
Office305 S Ankeny Blvd, Ankeny, IA 50021
How the firm is paid ?Percent of assets, Other
Typical client at the firm ?$519,191
Advisors at the firm1,158
States licensed ?2 states
Services through U.S. Bancorp Advisors
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- Feb 2026 – nowU.S. Bancorp Advisors, LLCCurrent firm
- 2012 – 2026U.S. Bancorp Investments, Inc.Previously
- 2007 – 2012Edward JonesPreviously
- 1999 – 2007Principal Securities, Inc.Previously
Contact Michael
(800) 888-4700Firm headquarters in Saint Paul, MN. Ask for Michael. 305 S Ankeny BlvdAnkeny, IA 50021Office · Get directions Firm websitewww.usbank.com/wealth-management.html
Is this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Michael
Tailored to Michael’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Michael
How do I contact Michael?
Call U.S. Bancorp Advisors at (800) 888-4700 and ask for Michael Mathis. Michael works from the Ankeny, IA office.
How long has Michael been a financial advisor?
Michael has been in the industry since 1992, about 34 years. Top 4% by experience at U.S. Bancorp Advisors.
What licenses does Michael hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Michael a fiduciary?
Michael is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Michael paid?
U.S. Bancorp Advisors reports being paid by a percentage of the assets they manage, other fees. Ask Michael for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
Other advisors nearby
Hornor, Townsend & Kent
36yrs
Top 3% by experience in Ankeny
LSB Wealth Management
36yrs
Top advisor by experience at LSB Wealth Management
U.S. Bancorp Advisors
35yrs
Top 4% by experience at U.S. Bancorp Advisors
LPL Enterprise
31yrs
Top 8% by experience in Ankeny
Principal Securities
29yrs
Top 10% by experience in Ankeny