Matthew Gottshall, financial advisor Westlake OH

Matthew Gottshall

CRD Number: 6647963
Current Firm: Ameriprise Financial Services, LLC

Matthew Gottshall (CRD# 6647963) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Westlake, OH and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Ameriprise Financial Services, Inc. Westlake, OH May 2016 - Current 5
The Ohio State University Columbus, OH Aug 2016 - May 2018 1
Skyzone Westlake, OH Jun 2012 - Apr 2016 3
Avon Lake Youth Baseball Federation Avon Lake, OH May 2010 - Jul 2013 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2018
Contact Info for Matthew T. Gottshall
Phone Number: 612-671-3131
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    374,305
    MILLIONS
  • Total Number of Accounts
    1,619,519
    ACCOUNTS
  • Average Account Value
    $231,121
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)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, 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, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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