Matt Milholland, financial advisor Dublin OH
89 score

Matt Milholland

CRD Number: 6154930
Current Firm: Msi Financial Services, Inc.

Matt Milholland (CRD# 6154930) is an Investment Advisor Representative working at Msi Financial Services, Inc. in Dublin, OH and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Metlife Securities Inc. Dublin, OH Jan 2015 - Current 1
New England Securities Columbus, OH Jan 2013 - Current 3
Unemployed Marysville, OH Dec 2012 - Jan 2013 < 1
Muirfield Village Golf Club Dublin, OH Jun 2009 - Nov 2012 3
Indiana Wesleyan Univ. Marion, OH Aug 2008 - Apr 2012 3
Law Offices Of Matt J. Mize Manchester, IN Jan 2011 - Apr 2011 < 1
Kinsale Golf Club Powell, OH May 2009 - Aug 2009 < 1
Sky Hawks Sports Academy Columbus, OH May 2008 - Aug 2008 < 1
Marysville High School Marysville, OH Aug 2004 - Jun 2008 3
Pump It Up Plain City, OH May 2007 - Nov 2007 < 1
Darby Creek Golf Club Milford Center, OH Jun 2006 - Aug 2006 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 2013
Contact Info for Matt W. Milholland
Phone Number: 800-638-8378
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    13,804
    MILLIONS
  • Total Number of Accounts
    105,831
    ACCOUNTS
  • Average Account Value
    $130,432
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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