Matthew Gottshall has been Partner / Lead Advisor of Balanced Wealth Group since April 2026, is a control person of the firm and directly owns between 10% and 25% of it. Matthew Gottshall studied at The Ohio State University.
Balanced Wealth Group LLC is a Westlake, OH firm with $494M under management, 498 clients and 5 advisers across 3 offices, as of its September 2026 filing.
Matt Gottshall is Senior Financial Planner and Partner of Balanced Wealth Group, which was founded by Gottshall, Matt Daugherty and Josh Harrell. He specializes in working with mid to high-level managers and executives who have complex equity compensation benefits, and has spent his entire career with the firm as a Financial Advisor. He sits on the associate board of The City Mission in Cleveland as Volunteer Coordinator.
Matthew Gottshall’s longest registration was 4 years at Ameriprise Financial Services, LLC (2019–2023). Before joining Balanced Wealth Group in 2023, Matthew Gottshall was registered through Ameriprise Financial Services, LLC.
- Balanced Wealth Group LLCCurrent– present · 2 yearsWestlake, OH · Adviser representative · Firm CRD 328007
- Ameriprise Financial Services, LLC– · 4 yearsCanton, OH · Adviser representative · Firm CRD 6363
Professional designations
Listed by Balanced Wealth Group
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Equity Compensation Associate (ECA)
Investment adviser representative registrations
Matthew Gottshall is registered as an investment adviser representative in Ohio, since November 2023.
- OhioSince 2 November 2023
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 8 November 2018 |
| SIE | Securities Industry Essentials Examination | 10 October 2018 |
| Series 7 | General Securities Representative Examination | 9 October 2018 |
- Name
- Uniform Combined State Law Examination
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Representative Examination
- Full name
- Matthew Thomas Gottshall
- CRD
- 6647963
- Firm
- Balanced Wealth Group · CRD 328007
- Role
- Partner / Lead Advisor
- Office
- 1991 CROCKER ROAD, SUITE 300, Westlake, OH 44145
- Registration
- Investment adviser registration
- In the industry since
- October 2018
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- choosebalance.com
Where does Matthew Gottshall work?
Matthew Gottshall has been Partner / Lead Advisor of Balanced Wealth Group LLC since April 2026, and is a control person of the firm.
Is Matthew Gottshall a financial advisor?
Yes. Matthew Gottshall has a current investment-adviser registration in Ohio, through Balanced Wealth Group since November 2023.
How many years of experience does Matthew Gottshall have?
Matthew Gottshall has 8 years in the financial industry, since October 2018, across 2 adviser firms.
What exams has Matthew Gottshall passed?
Matthew Gottshall has passed 3 licensing exams: the Series 7, SIE and Series 66. The earliest, the Series 7, was passed in October 2018.
Where is Matthew Gottshall based?
Matthew Gottshall’s registered office is in Westlake, OH.
Is Matthew Gottshall registered with FINRA?
No. Matthew Gottshall has no current broker registration.
Is Matthew Gottshall a CFP?
Balanced Wealth Group lists Matthew Gottshall with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Matthew Gottshall’s record?
Search CRD 6647963 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Matthew Gottshall’s full registration record.