Matthew GottshallCRD 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.
Lpl Financial LLC
Independence Capital Company, Inc.
Strategic Wealth Partners, Ltd.
|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|
Total Assets Under Management374,305MILLIONS
Total Number of Accounts1,619,519ACCOUNTS
Average Account Value$231,121
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
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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