Creative Financial Designs
40yrs
Top advisor by experience in Greenville
40yrs
Based in Greenville, Ohio, Matthew Arnold is a fiduciary financial advisor with 40 years of industry experience. Matthew joined Osaic Wealth in 2018, after two years at Signator Investors and 16 years at Transamerica Financial Advisors. Matthew holds the CFP® designation.
One of 18 advisors with offices in Greenville, and one of 13 fiduciaries.
At a glance
Experience40 years (since 1986)
How that compares ?Top 3% by experience in Ohio
Office5116 Children's Home-Bradford Road, Greenville, OH 45331
FirmOsaic Wealth
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$398,336
Advisors at the firm8,052
States licensed ?1 state
Services through Osaic Wealth
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2018 – nowOsaic Wealth, Inc.Current firm
- 2016 – 2018Signator Investors, Inc.Previously
- 2000 – 2016Transamerica Financial Advisors, LLCPreviously
Contact Matthew
5116 Children's Home-Bradford RoadGreenville, OH 45331Office · Get directions Firm main line(800) 821-5100Headquarters: Osaic Wealth · Scottsdale, AZ
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Questions to ask Matthew
Tailored to Matthew’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Matthew
How do I contact Matthew?
Call Osaic Wealth at (800) 821-5100 and ask for Matthew Arnold. Matthew works from the Greenville, OH office.
How long has Matthew been a financial advisor?
Matthew has been in the industry since 1986, about 40 years. Top 3% by experience in Ohio.
What licenses does Matthew hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Matthew a fiduciary?
Matthew is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Matthew paid?
Osaic Wealth reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Matthew for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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