Matt Bott Location
- Littleton, CO, US
Matt Bott Work
- 2026 - now Partner | Financial Advisor @ Associates Financial Group
- 2018 - now Financial Advisor | Bott Wealth Advisors @ Bott Wealth Advisors
- 2024 - now Franchise Owner @ Pillar To Post Home Inspectors – The Valor Team
- 2016 - 2018 Vice President, New Business Development @
- 2013 - 2016 Managing Director, Princor Registered Representative and Financial Advisor @
- 2008 - 2013 President and CMO @ Brokers International Financial Services, LLC
- 2003 - 2008 Regional Compliance Director @
- 1998 - 2003 Legal And Regulatory Manager @
- 1996 - 1998 Registered Representative @ Birchtree Financial
Matt Bott Education
- Graceland University
Bachelor Of Arts (Business)
1990 - 1994 - Liberty High School 1987 - 1990
Matt Bott Skills
- Team Leadership
- Investments
- Financial Planning
- Series 7
- Investment Advisory
- Insurance
- Compliance
- Series 66
- Series 63
- Series 24
- Series 53
- Series 28
- Series 4
- Series 3
- Pensions
- Financial Planners
- Strategic Financial Planning
- Health Insurance
- Financial Analysis
- Financial Advisory
- Variable Annuities
- Investment Management
- Wealth
- Retirement Planning
- FINRA
- Retirement
- Uniform Combined State Law
- Term Life Insurance
- Fixed Annuities
- Disability Insurance
- Long-term Care
- Series 65
- Asset Managment
- Wealth Management Services
- 401k
- Product Marketing
- IRAs
- Financial Services
- Wealth Management
- Mutual Funds
- Investment Strategies
- Life Insurance
- Alternative Investments
- Estate Planning
- Employee Benefits
- Asset Management
- Bonds
- Finance
- Mergers & Acquisitions
- Series 6
- Education
- C Suite
- Nyse
- Oversight
- Regulations
- Registered Investment Advisor
- New Business Development
- Investors
- Brand Awareness
- Sales
- Marketing Strategy
- Conduit
- Infrastructure
- Product Offerings
- Exceptions
- Iar
- Retail
- Performance Management
- Rapid Growth
- Recruiting
- Professional Development
- Due Diligence
- RIA
- Strategy
- Training
- Onboarding
- Training Programs
- Marketing
- Leadership
- Operations
- Resources
- Healthcare
- Securities and Exchange Commission
- Business Analysis
- Securities
- Long Term Care
- Mergers and Acquisitions
Matt Bott Summary
- Matt Bott, based in Littleton, CO, US, is currently a Franchise Owner at Pillar To Post Home Inspectors – The Valor Team. Matt Bott brings experience from previous roles at Associates Financial Group, Bott Wealth Advisors, National Planning Corporation (NPC) and Principal Financial Group. Matt Bott holds a 1990 - 1994 Bachelor Of Arts in Business @ Graceland University. With a robust skill set that includes Team Leadership, Investments, Financial Planning, Series 7, Investment Advisory and more. Matt Bott has 1 emails and 2 mobile phone numbers on RocketReach.
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