Money Matters
Money Matters (CRD# 121795) is a financial advisory firm headquartered in Minnetonka, MN. They manage $28,279,800 in 139 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
By the Numbers
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Total Assets Under Management28MILLION
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Total Number of Accounts139ACCOUNTS
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Average Account Value$203,452
Compensation Options
- A percentage of assets under your management
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
MN
Financial Advisors at Money Matters
1
Brendan Roath (CRD# 4585481) is an Investment Advisor Representative working at Money Matters in Minnetonka, MN and has 1 year of experience in the finance industry.
2
Rodney Roath (CRD# 2948627) is an Investment Advisor Representative working at Money Matters in Minnetonka, MN and has over 26 years of experience in the finance industry.
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