Peter
Kitzerow

Matson Money, Inc

CRD#1078020
Investment Advisor
in Mason, OH

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About this Advisor

Peter Kitzerow is a financial advisor based in Mason, Ohio, working with Matson Money, Inc. Peter has previously held positions at Free Market Financial Inc and Provident Wealth Advisors, LLC. Peter has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in North Carolina. Currently, Peter is part of Matson Money, Inc, which operates out of Mason, Ohio. The firm has 1 office and 61 employees. The firm manages assets totaling $19.6 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for investment companies, publication of newsletters, and educational seminars. The fee structure at Matson Money, Inc includes asset-based and other fees.

Certifications and Registrations

Series 63, Series 65, Chartered Financial Consultant

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

$19,647,408,985

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

61

OH Average: 34
Total Number of Accounts

30,605

OH Average: 1,972
Average Account Size

$641,967

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

2011 - Present (14 years)

Free Market Financial Inc

2015 - 2016 (1 year)

Provident Wealth Advisors, LLC

Created with Highcharts 6.0.7

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

Christopher French
Scottsdale, AZ
Brian Debord
Mason, OH
Cody Zindler
Mason, OH
Matthew Der
Scottsdale, AZ
John Potter
Charlotte, NC
Peter Kitzerow
Mason, OH
Heather Nelson
Mason, OH
Jeffrey Cooper
Arden, NC

The content in this profile was updated by SmartAsset on 6/19/2024. 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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