Matson Money, Inc

Investment Advisor
in Concord, NC

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About this Advisor

Keith Laibson is a financial advisor who works out of Concord, North Carolina who has 6 years of industry experience. Laibson is currently employed by Matson Money, Inc. The advisor has gained experience at Massachusetts Mutual Life Insurance Comp, Mml Investors Services, Inc and Matson Money, Inc. Laibson maintains Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is able to advise clients in North Carolina. Matson Money, Inc is a company based out of Mason, OH. It has a total of 69 financial advisors. It oversees $18 billion in assets under management between its 30,322 accounts, making it one of the largest investment advisory firms in the nation by assets under management. The firm serves 65 charities and foundations. Of its 30,322 client accounts, just 6% are held by high-net-worth individuals who have at least $1 million in assets. Matson Money, Inc provides a number of services, such as portfolio management for individuals and small businesses, portfolio management for investment companies, publication of newsletters and educational seminars. Fees for financial management typically vary depending on which services the firm provides the client. Fees charged by Matson Money, Inc most likely include asset-based and other fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

6 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Publication of periodicals or newsletters, Educational seminars/workshops

Fee Structure

Percentage of Assets, Others

Office Location

1028 Lee-Ann Drive Suite 218
Concord, NC 28025

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Matson Money, Inc Brokerage Details

Total Assets Under Management


NC Average: $2,106,341,625
Total Number of Employees


NC Average: 34
Total Number of Accounts


NC Average: 1,972
Average Account Size


NC Average: $1,068,125

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Publication of periodicals or newsletters
  • Educational seminars/workshops

Keith Laibson Work History

Keith has been registered as a financial advisor for 6 years.*

2017 - Present (6 years)

Matson Money, Inc

1997 - Present (26 years)

Massachusetts Mutual Life Insurance Comp

1997 - Present (26 years)

Mml Investors Services, Inc

*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.


Please visit the SEC profile of Keith Laibson 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 Matson Money, Inc

Brian Debord
Mason, OH
Kim Trinh
Scottsdale, AZ
John Potter
Charlotte, NC
Peter Kitzerow
Mason, OH
Jeffrey Cooper
Arden, NC
Robert Gardner
Asheville, NC
Matthew Der
Scottsdale, AZ
Joshua Crawford
Scottsdale, AZ

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

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