Matthew
Golliher
Vista Investment Partners LLC
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About this Advisor
Matthew Golliher is a financial advisor based out of Richmond, Indiana with 3 years of relevant experience. Golliher is on the advisory team at Vista Investment Partners LLC. Over the course of their career, Golliher has held roles at Mass Mutual Life Insurance Company, Mml Investors Services, Kilroy'S Bar And Grill, Earth Efficient Contracting, Indiana University, Cetera Investment Services LLC, First Merchants Bank, Cetera Investment Advisors LLC, U.S. Bancorp Investments, Inc, Cantella & Co., Inc, Vista Investment Partners and Level Four Financial, LLC. Golliher has Series 63 and Series 66 licenses, designating them as a securities broker, and can work in Indiana. Vista Investment Partners LLC is a financial advisory company that has its headquarters in Oklahoma City, OK. The investment advisory business has offices in two locations and a total of 16 advisors. It manages $728 million in assets among its 2,648 customer accounts, placing it among the larger firms in the United States by assets under management. Of its 2,648 customer accounts, 72% are associated with high-net-worth clients who have at least $1 million in assets. Vista Investment Partners LLC has a set of services, including financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. A financial advisor's fees usually are based on which services the firm provides the client. However, fee types charged by Vista Investment Partners LLC can consist of some blend of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Vista Investment Partners LLC Brokerage Details
$728,089,179
16
2,648
$274,958
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Matthew Golliher Work History
Matthew has been registered as a financial advisor for 3 years.*
Level Four Financial, LLC
Vista Investment Partners
Cantella & Co., Inc
U.S. Bancorp Investments, Inc
Cetera Investment Services LLC
First Merchants Bank
Cetera Investment Advisors LLC
Mass Mutual Life Insurance Company
Mml Investors Services
Kilroy'S Bar And Grill
Earth Efficient Contracting
Indiana University
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Matthew Golliher to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Vista Investment Partners LLC
Richmond, IN
Oklahoma City, OK
Richmond, IN
Oklahoma City, OK
Oklahoma City, OK
Tulsa, OK
Oklahoma City, OK
Richmond, IN
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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