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
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, 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, VI, VT, WA, WI, WV