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).

By the Numbers
  • Total Assets Under Management
    17,684
    MILLION
  • Total Number of Accounts
    30,322
    ACCOUNTS
  • Average Account Value
    $583,192
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
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 11 - 17 of 17 top financial advisors.
11
Stephen C. Tosi
CRD#: 4632046
2323 Addison Blvd, High Point, NC 27262

Stephen Tosi (CRD# 4632046) is an Investment Advisor Representative working at Matson Money, Inc. in High Point, NC and has over 20 years of experience in the finance industry.

12
Joshua M. Crawford
CRD#: 7502081
18760 North Pima Road, Scottsdale, AZ 85255

Joshua Crawford (CRD# 7502081) is an Investment Advisor Representative working at Matson Money, Inc. in Scottsdale, AZ and has over 2 years of experience in the finance industry.

13
Brian D. Debord
CRD#: 5910814
5955 Deerfield Blvd., Mason, OH 45040

Brian Debord (CRD# 5910814) is an Investment Advisor Representative working at Matson Money, Inc. in Mason, OH and has over 11 years of experience in the finance industry.

14
Matthew Der
CRD#: 7715542
18760 N. Pima Rd., Scottsdale, AZ 85255

Matthew Der (CRD# 7715542) is an Investment Advisor Representative working at Matson Money, Inc. in Scottsdale, AZ and has 1 year of experience in the finance industry.

15
Christopher French
CRD#: 7715637
18760n. Pima Rd, Scottsdale, AZ 85255

Christopher French (CRD# 7715637) is an Investment Advisor Representative working at Matson Money, Inc. in Scottsdale, AZ and has 1 year of experience in the finance industry.

16
Heather N. Nelson
CRD#: 5959839
5955 Deerfield Blvd., Mason, OH 45040

Heather Nelson (CRD# 5959839) is an Investment Advisor Representative working at Matson Money, Inc. in Mason, OH and has over 12 years of experience in the finance industry.

17
Cody D. Zindler
CRD#: 5050165
5955 Deerfield Blvd., Mason, OH 45040

Cody Zindler (CRD# 5050165) is an Investment Advisor Representative working at Matson Money, Inc. in Mason, OH and has over 17 years of experience in the finance industry.

PREV ... 1 2
Ready to hire a financial advisor? Get competitive proposals from multiple advisors.