Kip MattesonCRD Number: 1832558
Current Firm: Commonwealth Financial Network
Kip Matteson (CRD# 1832558) is an Investment Advisor Representative working at Commonwealth Financial Network in Willard, OH and has 1 year of experience in the finance industry.
Sterne Agee Investment Advisor Services, Inc.
Raymond James Financial Services Advisors, Inc.
Investment Professionals, Inc.
|Commonwealth Financial Network||Waltham, MA||Jan 2012 - Current||5|
|Wixom Investments LLC||Ashland, OH||Dec 2001 - Current||15|
|The Huntington Investment Company||Columbus, OH||May 2008 - Jan 2010||1|
|The Huntington National Bank||Ashland, OH||Aug 2003 - Jan 2010||6|
Total Assets Under Management52,073MILLIONS
Total Number of Accounts229,200ACCOUNTS
Average Account Value$227,194
- 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)
- Educational seminars/workshops