Matthew Christopher Daugherty

Employer firm

Balanced Wealth Group LLC CRD 328007

$494M regulatory AUM 14 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2005 → 11/2023
  Ameriprise Financial Services, Llc
  Westlake, OH
• 11/2023 → Present
  Balanced Wealth Group Llc
  Westlake, OH

Previous Registrations

• 2001-09-19 → 2023-11-14
  Ameriprise Financial Services, Llc
  Westlake, OH
  Westlake, OH
  Westlake, OH
  Sandusky, OH
  Sandusky, OH

Other Businesses

1) DPGH Group, LLC; CEO/President; Westlake, OH 44145; Investment Related; December 2022; 10-19 hours per month; 1-9 during trading hours. Independent Insurance Brokering; Gaurdian Life Insurance Company of America; December 2021; Whole Life. 2) Board of Directors; Lakewood/Rocky River Rotary Foundation; Board Member; Rocky River, OH 44116; Investment Related; September 2015; 1-9 hours per month; 0 during trading hours. 3) Ohio University College of Business Finance Advisory Council; Board Member; Athens, OH 45701; Not Investment Related; June 2014; 1-9 hours per month; 1-9 during trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2002-05-31

Designations

• Certified Financial Planner