Matson Money, Inc.

Matson Money, Inc. (CRD# 110425) is a financial advisory firm headquartered in Mason, OH. They manage $17,165,521,517 in 70,280 accounts and serve the financial needs of clients across 52 states (or territories).

By the Numbers
  • Total Assets Under Management
    17,166
    MILLION
  • Total Number of Accounts
    70,280
    ACCOUNTS
  • Average Account Value
    $244,245
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

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, VT, WA, WI, WV, WY

Financial Advisors at Matson Money, Inc.
Showing 1 - 10 of 11 top financial advisors.
1
Cindy A. Carpenter
CRD#: 2711708
18760 North Pima Road, Scottsdale, AZ 85255

Cindy Carpenter (CRD# 2711708) is an Investment Advisor Representative working at Matson Money, Inc. in Scottsdale, AZ and has over 7 years of experience in the finance industry. Cindy Carpenter has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Jeffrey M. Cooper
CRD#: 6366670
Sentry Wealth, Po Box 369, Arden, NC 28704

Jeffrey Cooper (CRD# 6366670) is an Investment Advisor Representative working at Matson Money, Inc. in Arden, NC and has over 6 years of experience in the finance industry.

3
Philip J. Corson
CRD#: 5857729
100 Stone Village Drive, Suite 208, Fort Mill, SC 29708

Philip Corson (CRD# 5857729) is an Investment Advisor Representative working at Matson Money, Inc. in Fort Mill, SC and has over 9 years of experience in the finance industry.

4
Richard M. Flanders
CRD#: 868652
Greensboro, NC

Richard Flanders (CRD# 868652) is an Investment Advisor Representative working at Matson Money, Inc. in Greensboro, NC and has over 35 years of experience in the finance industry. Richard Flanders has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

5
Robert R. Gardner
CRD#: 1788067
82 Patton Ave, Suite 208, Asheville, NC 28801

Robert Gardner (CRD# 1788067) is an Investment Advisor Representative working at Matson Money, Inc. in Asheville, NC and has over 32 years of experience in the finance industry. Robert Gardner has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

6
Ronnie M. Kidd
CRD#: 2286371
2023 La Dora Drive, High Point, NC 27265

Ronnie Kidd (CRD# 2286371) is an Investment Advisor Representative working at Matson Money, Inc. in High Point, NC and has over 27 years of experience in the finance industry.

7
Daniel J. List
CRD#: 2619515
5955 Deerfield Blvd, Mason, OH 45040

Daniel List (CRD# 2619515) is an Investment Advisor Representative working at Matson Money, Inc. in Mason, OH and has over 25 years of experience in the finance industry.

8
Mark E. Matson
CRD#: 1385759
5955 Deerfield Blvd., Cincinnati, OH 45040

Mark Matson (CRD# 1385759) is an Investment Advisor Representative working at Matson Money, Inc. in Cincinnati, OH and has over 28 years of experience in the finance industry.

9
Michelle L. Matson
CRD#: 2693148
5955 Deerfield Blvd., Mason, OH 45040

Michelle Matson (CRD# 2693148) is an Investment Advisor Representative working at Matson Money, Inc. in Mason, OH and has over 24 years of experience in the finance industry.

10
John R. Potter
CRD#: 6597571
15720 Brixham Hill Avenue, Suite 300, Charlotte, NC 28277

John Potter (CRD# 6597571) is an Investment Advisor Representative working at Matson Money, Inc. in Charlotte, NC and has over 5 years of experience in the finance industry.

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