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Overview

Services

Advisor Services

  • Portfolio Management

Funds

Funds Used With Clients

There are no funds listed for this advisor at this time.

Firm Client types

Qualifications

Experience

No timeline events available.
Employer Years Dates
Gallatin Investments, LLC 7 years, 2 months Jul 2012 - Present
Balanced Asset Strategies, Ltd. 9 years, 4 months May 2010 - Present
Balanced Asset Strategies, Ltd. 2 years, 2 months May 2010 - Jul 2012
Commonwealth Financial Network 2 years, 3 months Feb 2008 - May 2010
Balanced Asset Strategies 2 years, 4 months Jan 2008 - May 2010

Designations & Memberships

  • Certified Financial Planner
    Designation
    Certified Financial Planner
    A standard certification for advisors, designees are exposed to nearly 100 topics on integrated financial planning. Major topics include, but not limited to: insurance, employee benefits, securities, state and federal tax, estate tax and planning, asset protection, etc.

Articles and Answers

Insights by Matthew Arndt

There are no insights for this advisor to display at this time.

Answers

Ask a financial questionAsk a question
I would like to withdraw funds from my 401k how do I go about this?
Hi Julia,Why are you withdrawing money from your 401k? To pay bills or creditors? I would need to know more of the specifics of your situation, but if you are considering taking an early withdrawal to pay bills or creditors, DON'T DO IT! If you are behind on your bills or owe money to creditors, m...  (more)
Answered Apr 2015
How do I know if I need a financial advisor?
Your question is a little vague. What are you trying to accomplish? If you have an investment management question, consider talking to someone that has a CFA. If you have a tax question, seek out a CPA or EA. If you're looking for retirement or financial planning help, you may want to speak with a C...  (more)
Answered Apr 2015
    *Answers are submitted by advisors without compensation.

    Licenses & Conducts

    SEC
    U.S. Securities and Exchange Commission
    • license status
      Registered
    • disclosures
      None
    • as of date
      Aug 29, 2019
    FINRA
    FINRA
    • license status
      Not registered
    • disclosures
      None
    • as of date
      Aug 30, 2019
    Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

    Assets

    Advisor

    Last updated on Aug. 30, 2019
      • $22.0M
        Total Assets Under Management
      • $0
        Total Assets Under Advisement
      • 62
        number of clients
      • $354.8K
        Estimated Average Account Balance Per Client

    Gallatin Investments, LLC

    Last updated on July 5, 2019
      • $11.0M
        Total Assets Under Management
      • N/A
        Total Assets Under Advisement
      • 58
        Accounts
      • $189.7K
        Estimated Average Account Balance

    Fees

    Fee Only Advisor
    $
    This advisor has certified that they are compensated soley by their clients, and do not accept commisions or compensation of any kind based on the products they recommend.

    Types of Compensation Arrangements