Unclaimed Profile

Michelle Lotz Matson

MATSON MONEY, INC.·MASON, Ohio

Series 2, Series 65Clean record15 years registeredMATSON MONEY, INC.

5955 DEERFIELD BLVD., MASON, OH 45040CRD# 2693148Firm CRD# 110425

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Michelle Lotz Matson · MASON, OH

Registration

CRD #2693148 · MATSON MONEY, INC. · 15 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: MATSON MONEY, INC.

MATSON MONEY, INC.

Jan 2011 – Nov 2025

MASON, OH

Registrations & Exams

FINRA examinations passed

Series 2

Series 65

Registration record

First registered · January 3, 2011

Years registered · 15

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

MATSON MONEY, INC.

CRD 110425 · SEC 801-40176

AUM

$19.6B

Regulatory assets under management

Employees

30,605 client accounts

Services offered by MATSON MONEY, INC.

Per Form ADV

Portfolio management (individuals)

Portfolio management (pooled investments)

Market timing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

Institutional Investors

Nonprofits & Foundations

View all advisors at MATSON MONEY, INC. →

Introduction

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Frequently Asked Questions

What services does Michelle Lotz Matson offer?

Michelle Lotz Matson specializes in Investment Management.

What are Michelle Lotz Matson's credentials?

Michelle Lotz Matson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Michelle Lotz Matson located?

Michelle Lotz Matson is based in MASON, Ohio, last registered with MATSON MONEY, INC..

How does Michelle Lotz Matson charge for services?

Michelle Lotz Matson's firm is compensated through percentage of aum, other: see description in misc. section. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is MATSON MONEY, INC.?

MATSON MONEY, INC. has approximately 61 employees and manages $19.6B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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