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Matthew Christopher Daugherty

BALANCED WEALTH GROUP LLC·WESTLAKE, Ohio
SIE, Series 7, Series 66CFPClean record24 years registeredBALANCED WEALTH GROUP LLC
1991 CROCKER ROAD, WESTLAKE, OH 44145CRD# 4433690Firm CRD# 328007

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Matthew Christopher Daugherty · WESTLAKE, OH
Registration
CRD #4433690 · BALANCED WEALTH GROUP LLC · 24 years registered
Brand Profile
Not yet started
01

Career History

BALANCED WEALTH GROUP LLC
Nov 2023 – present
AMERIPRISE FINANCIAL SERVICES, LLC
Sep 2001 – Nov 2023
Sandusky, OH
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 66
Registration record
First registered · September 19, 2001
Years registered · 24
Professional designation · CFP
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
BALANCED WEALTH GROUP LLC
CRD 328007 · SEC 801-128997
AUM
$342M
Regulatory assets under management
Employees
11
1,420 client accounts
Services offered by BALANCED WEALTH GROUP LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at BALANCED WEALTH GROUP LLC →
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05

Frequently Asked Questions

What services does Matthew Christopher Daugherty offer?
Matthew Christopher Daugherty specializes in Financial Planning, Investment Management. Contact their office in WESTLAKE, Ohio for a consultation.
What are Matthew Christopher Daugherty's credentials?
Matthew Christopher Daugherty holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Matthew Christopher Daugherty located?
Matthew Christopher Daugherty is based in WESTLAKE, Ohio, working with BALANCED WEALTH GROUP LLC. Their office serves clients in the WESTLAKE metropolitan area and surrounding communities.
How does Matthew Christopher Daugherty charge for services?
Matthew Christopher Daugherty's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BALANCED WEALTH GROUP LLC?
BALANCED WEALTH GROUP LLC has approximately 11 employees and manages $342M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at BALANCED WEALTH GROUP LLC

Michelle Lynn Taylor
WESTLAKE, OH
Joshua Randolph Harrell
WESTLAKE, OH
CFP

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