Matthew
Schlossman
Aspyre Wealth Partners
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About this Advisor
Matthew Schlossman is a financial advisor based in Manhattan, Kansas, working with Aspyre Wealth Partners. Matthew has previously held positions at Aspyre Wealth Partners, Powercat Financial, Powercat Sports Grill, Eat Street, Kansas State University, Kansas Lottery, and Shawnee County Parks & Rec. Matthew has passed the Series 65 regulatory exam and is registered to provide services in Kansas. Currently, Matthew is part of Aspyre Wealth Partners, which operates out of Manhattan, Kansas. The firm has 1 office and 14 employees. The firm manages assets totaling $534.8 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and educational seminars. The fee structure at Aspyre Wealth Partners includes asset-based, hourly, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Aspyre Wealth Partners Brokerage Details
$534,833,453
14
1,295
$412,999
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
Matthew Schlossman Work History
Aspyre Wealth Partners
Aspyre Wealth Partners
Powercat Financial
Powercat Sports Grill
Eat Street
Kansas State University
Kansas Lottery
Shawnee County Parks & Rec
Disclosures
Please visit the SEC profile of Matthew Schlossman 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 Aspyre Wealth Partners
Overland Park, KS
Overland Park, KS
Manhattan, KS
Overland Park, KS
Overland Park, KS
Overland Park, KS
Overland Park, KS
Overland Park, KS
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