Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Christopher Daugherty is a financial advisor at Balanced Wealth Group LLC, a firm that has been providing financial advice to individuals, families, and businesses for over 20 years. Matthew has been a financial advisor for over 22 years and has a strong track record of success. He holds the Series 66 and Series 7 licenses, as well as the SIE license. Matthew is also a Certified Financial Planner (CFP®). Matthew provides a variety of financial services, including financial planning, investment management, and retirement planning. He is committed to helping his clients achieve their financial goals. In addition to his work at Balanced Wealth Group LLC, Matthew is also involved in the community. He is a member of the Lakewood/Rocky River Rotary Foundation and the Ohio University College of Business Finance Advisory Council.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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OH
11/02/2023 - Present
Balanced Wealth Group LLC (WESTLAKE OH)
OH
09/17/2001 - 11/14/2023
AMERIPRISE FINANCIAL SERVICES, LLC (Sandusky OH)
MN
09/17/2001 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 05/31/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/14/2001
Series 7 - General Securities Representative Examination
Active
Inactive
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