Peter
Kitzerow

Matson Money, Inc

CRD#1078020
Investment Advisor
in Mason, OH

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About this Advisor

Peter Kitzerow is a chartered financial consultant working out of Mason, Ohio who has 2 years of industry experience. Kitzerow works at Matson Money, Inc. Their career trajectory has included roles at Free Market Financial Inc and Provident Wealth Advisors, LLC. Kitzerow holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and can advise clients in North Carolina. Matson Money, Inc is a financial advisory business headquartered in Mason, OH. The investment advisory business has a total of 69 people on staff. It controls $18 billion in assets among its 30,322 customer accounts, making it one of the largest investment advisory firms in the country by assets under management. The firm advises 65 charities and foundations. Of its 30,322 customer accounts, just 6% are held by high-net-worth individuals who have greater than $1 million in investable assets. Matson Money, Inc provides a wide assortment of services, including portfolio management for individuals and small businesses, portfolio management for investment companies, publication of newsletters and educational seminars. Financial advisory fees largely depend on which services the firm provides the client. Fee types billed by Matson Money, Inc can be comprised of some blend of asset-based and other fees.

Certifications and Registrations

Series 63, Series 65, Chartered Financial Consultant

Years Registered*

2 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

5955 Deerfield Blvd.
Mason, OH 45040

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Matson Money, Inc Brokerage Details

Total Assets Under Management

$17,683,543,587

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

69

OH Average: 34
Total Number of Accounts

30,322

OH Average: 1,972
Average Account Size

$583,192

OH 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

Peter Kitzerow Work History

Peter has been registered as a financial advisor for 2 years.*

2011 - Present (13 years)

Free Market Financial Inc

2015 - 2016 (1 year)

Provident Wealth Advisors, LLC

*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 Peter Kitzerow 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
John Potter
Charlotte, NC
Kim Trinh
Scottsdale, AZ
Peter Kitzerow
Mason, OH
Robert Gardner
Asheville, NC
Jeffrey Cooper
Arden, NC
Joshua Crawford
Scottsdale, AZ
Matthew Der
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 profile-compliance@smartasset.com.

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