Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Schlossman is a Certified Financial Planner™ and investment advisor representative (IAR) in Kansas. Matthew is currently registered with Aspyre Wealth Partners. Matthew has over 8 years of experience in the financial services industry. Matthew has been with Aspyre Wealth Partners since June 2021. Matthew focuses on individuals and high-net-worth individuals. Prior to joining Aspyre Wealth Partners, Matthew worked at Powercat Financial, Powercat Sports Grill, Eat Street, and Kansas State University. Matthew is passionate about helping clients achieve their financial goals. Matthew is a graduate of Kansas State University. Matthew is a member of the National Association of Personal Financial Advisors.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Net worth
1
2
KS
09/03/2021 - Present
Aspyre Wealth Partners (Manhattan KS)
IA
Issued 09/03/2021
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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