Matson Money, Inc.
Matson Money, Inc. (CRD# 110425) is a financial advisory firm headquartered in Mason, OH. They manage $17,683,543,587 in 30,322 accounts and serve the financial needs of clients across 52 states (or territories).
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Total Assets Under Management17,684MILLION
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Total Number of Accounts30,322ACCOUNTS
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Average Account Value$583,192
- A percentage of assets under your management
- Other
- 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
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
Jeffrey Cooper (CRD# 6366670) is an Investment Advisor Representative working at Matson Money, Inc. in Arden, NC and has over 10 years of experience in the finance industry.
Richard Flanders (CRD# 868652) is an Investment Advisor Representative working at Matson Money, Inc. in Greensboro, NC and has over 39 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.
Robert Gardner (CRD# 1788067) is an Investment Advisor Representative working at Matson Money, Inc. in Asheville, NC and has over 36 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.
Ronnie Kidd (CRD# 2286371) is an Investment Advisor Representative working at Matson Money, Inc. in High Point, NC and has over 31 years of experience in the finance industry.
Peter Kitzerow (CRD# 1078020) is an Investment Advisor Representative working at Matson Money, Inc. in Mason, OH and has over 26 years of experience in the finance industry.
Keith Laibson (CRD# 2653793) is an Investment Advisor Representative working at Matson Money, Inc. in Concord, NC and has over 26 years of experience in the finance industry.
Daniel List (CRD# 2619515) is an Investment Advisor Representative working at Matson Money, Inc. in Mason, OH and has over 28 years of experience in the finance industry.
Mark Matson (CRD# 1385759) is an Investment Advisor Representative working at Matson Money, Inc. in Cincinnati, OH and has over 31 years of experience in the finance industry.
Michelle Matson (CRD# 2693148) is an Investment Advisor Representative working at Matson Money, Inc. in Mason, OH and has over 28 years of experience in the finance industry.
John Potter (CRD# 6597571) is an Investment Advisor Representative working at Matson Money, Inc. in Charlotte, NC and has over 8 years of experience in the finance industry.