Matthew Thomas Gottshall
Investment adviser representative at Balanced Wealth Group LLC
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$494.1MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Balanced Wealth Group LLCNov 2023 to now
- Ameriprise Financial Services, Inc.Jun 2018 to Nov 2023
- The Ohio State UniversityAug 2016 to May 2018
- Daugherty, Sieverts Wealth AdvisorsJun 2016 to May 2018
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 1 state (OH).
Balanced Wealth Group LLC
$494.1MAssets managed
498Clients
5Advisers
2 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6647963
- Firm CRD
- 328007