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Michelle Lotz Matson

Vice President, SecretaryMatson Money, Inc.CRD 2693148

About Michelle Lotz Matson

Michelle Lotz Matson is listed as Vice President, Secretary at Matson Money, Inc. in Mason, OH. Form ADV reports a beneficial ownership band of Under 5%. Michelle Lotz Matson is associated with 2 registered advisers.

Reported ownership

Owns Under 5% of Matson Money, Inc.
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Michelle Lotz Matson work?

Michelle Lotz Matson is listed as Vice President, Secretary at Matson Money, Inc. on SEC Form ADV.

How much of Matson Money, Inc. does Michelle Lotz Matson own?

Form ADV reports a beneficial ownership band of Under 5%.

Matson Money, Inc.

TitleVice President, Secretary
OwnershipUnder 5%
Control personYes
Since2004
View Matson Money, Inc. →

Matson Capital LLC

TitleVice President, Secretary
OwnershipUnder 5%
Control personYes
Since2025
View Matson Capital LLC →