Invested Better
Unclaimed

Unclaimed

Unclaimed

Matt R Gsellman

Iams Wealth Management, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Matt? Claim Your Profile

About Matt R Gsellman

Matt Gsellman is a financial advisor with Iams Wealth Management, LLC. Matt has been in the industry since 1989. Matt is registered with the state of Ohio. Matt specializes in providing financial planning, pension consulting, and portfolio management services to individuals, businesses, and charitable organizations.

Firm Information

Matt Gsellman is currently registered with Iams Wealth Management, LLC. Iams Wealth Management, LLC is an Omaha, NE-based registered investment advisor with over 213 million dollars in assets under management. The firm provides financial planning, pension consulting, and portfolio management services to individuals, corporations, and charitable organizations. They also offer services to select other investment advisors.
Iams Wealth Management, LLC

14507 CALIFORNIA STREET

OMAHA, NE 68154

$213.24M

Assets Under Management

35

Total Clients

54

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

check

other

Solicitor fees from other advisers; percentage of plan assets

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Matt Gsellman’s Registration & Firm History

NE

07/27/2022 - Present

Iams Wealth Management, LLC (OMAHA NE)

OH

04/04/2003 - 03/12/2007

THRIVENT INVESTMENT MANAGEMENT INC. (MEDINA OH)

PA

09/08/1998 - 03/17/2003

HORNOR, TOWNSEND & KENT, INC. (HORSHAM PA)

AZ

06/02/1998 - 09/09/1998

SUNAMERICA SECURITIES, INC. (PHOENIX AZ)

OH

11/15/1995 - 06/01/1998

VESTAX SECURITIES CORPORATION (HUDSON OH)

OH

09/21/1995 - 11/15/1995

CAPITAL ANALYSTS, INCORPORATED (CINCINNATI OH)

GA

09/23/1994 - 09/26/1995

WMA SECURITIES, INC. (DULUTH GA)

OH

07/23/1993 - 10/03/1994

VESTAX SECURITIES CORPORATION (HUDSON OH)

MN

05/30/1989 - 08/02/1993

AAL CAPITAL MANAGEMENT CORPORATION (MINNEAPOLIS MN)

Not sure if Matt R Gsellman is right for you?

Licenses & Designations

BC

Issued 11/19/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/18/1993

Series 7 - General Securities Representative Examination

BC

Issued 05/26/1989

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Matt R Gsellman.
Not sure if Matt R Gsellman is right for you?