Matthew Thomas Gottshall

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

• 06/2018 → 11/2023
  Ameriprise Financial Services, Inc.
  Westlake, OH
• 08/2016 → 05/2018
  The Ohio State University
  Columbus, OH
• 11/2023 → Present
  Balanced Wealth Group Llc
  Westlake, OH
• 06/2016 → 05/2018
  Daugherty, Sieverts Wealth Advisors
  Canton, OH

Previous Registrations

• 2019-01-31 → 2023-11-09
  Ameriprise Financial Services, Llc
  Westlake, OH
  Sandusky, OH
  Canton, OH
  Sandusky, OH

Other Businesses

1) Licensed insurance professional; same address; less than 10% of business time. 2) Board of Directors; The City Mission; Associate Board Member; Cleveland, OH 44103; Not Investment Related; June 2022; 4 hours per month; 0 during trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2018-11-08

Designations

• Certified Financial Planner