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Matthew Gerard Deller

Sowell Management

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About Matthew Gerard Deller

Matthew Gerard Deller is a financial advisor with Sowell Management, a firm with offices in North Little Rock, AR and Littleton, CO. Matthew has been in the financial services industry since 1996 and holds the Series 7, Series 24, and Series 66 licenses. Matthew has a background in executive coaching and organizational development and holds the Certified Financial Planner designation. Matthew is registered with the states of Colorado and Ohio.

Firm Information

Matthew Deller is currently registered with Sowell Management. Sowell Management is an independent wealth management firm with a focus on providing customized financial planning and investment management services to individuals, families, and businesses. The firm has a strong track record of success in helping clients achieve their financial goals. Sowell Management is headquartered in NORTH LITTLE ROCK, AR and manages over $3.3 billion in assets for over 13,000 clients.
Sowell Management

5320 NORTHSHORE DRIVE

NORTH LITTLE ROCK, AR 72118

$3.33B

Assets Under Management

Not reported

Total Clients

90

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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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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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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Matthew Deller’s Registration & Firm History

AR

08/05/2019 - Present

Sowell Management (NORTH LITTLE ROCK AR)

OH

08/17/2012 - 06/07/2019

TRIAD ADVISORS LLC (VANDALLA OH)

OH

08/13/2007 - 08/21/2012

LINCOLN FINANCIAL SECURITIES CORPORATION (VANDALIA OH)

OH

12/17/2002 - 08/21/2007

INTERSECURITIES, INC. (TROY OH)

OH

10/04/2001 - 12/19/2002

THE O.N. EQUITY SALES COMPANY (CINCINNATI OH)

OH

08/01/1996 - 07/31/2001

THE O.N. EQUITY SALES COMPANY (CINCINNATI OH)

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Licenses & Designations

BOTH

Issued 02/02/2000

Series 66 - Uniform Combined State Law Examination

BC

Issued 05/01/2008

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/31/1996

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Matthew Gerard Deller.
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