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Matthew Dean Gill

Iams Wealth Management, LLC

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About Matthew Dean Gill

Matthew Dean Gill is an Investment Advisor Representative registered with Iams Wealth Management, LLC. Matthew is registered with the state of Colorado, Iowa and Wyoming and holds a Series 65 license. Matthew has over 15 years of experience in the financial services industry and has specialized in financial planning, pension consulting, and portfolio management for individuals and businesses. Matthew provides a variety of services to his clients, including financial planning, retirement planning, college savings planning, and investment management. Matthew is committed to providing his clients with personalized financial advice and helping them achieve their financial goals.

Firm Information

Matthew Gill 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.

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financial planning services

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

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

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

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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.

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fixed fees

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

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percentage of assets

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

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other

Solicitor fees from other advisers; percentage of plan assets

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Matthew Gill’s Registration & Firm History

NE

04/26/2021 - Present

Iams Wealth Management, LLC (OMAHA NE)

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Licenses & Designations

IA

Issued 09/04/2018

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Matthew Dean Gill.
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