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Matthew Raymond Lessman

Ausdal Financial Partners, Inc.

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About Matthew Raymond Lessman

Matthew Lessman is a registered investment advisor representative with Ausdal Financial Partners, Inc. Matthew has been in the securities industry since 2005. Matthew Lessman is also a registered investment advisor in Nebraska. Matthew Lessman has passed the Series 7, Series 66 and the SIE exams. In addition to Ausdal Financial Partners, Inc., Matthew Lessman has worked at Larson Financial Securities, LLC and TD Ameritrade, Inc. Matthew Lessman is also a Certified Financial Planner. Matthew Lessman has worked in the real estate industry for a number of years and is also involved with a number of companies including: MINT HILL INSURANCE SERVICES, LLC, MINT HILL HOLDING COMPANY, LLC, ML FINANCIAL, LLC, MINT HILL CAPITAL HOLDING COMPANY, LLC, MINT HILL CAPITAL2, LLC, and MINT HILL CAPITAL HOLDING, LLC.

Firm Information

Matthew Lessman is currently registered with Ausdal Financial Partners, Inc.. Ausdal Financial Partners, Inc. is a Corporation based in DAVENPORT, IA. It is a registered investment advisor with the SEC and all 52 states. The firm has been in operation since 1979-08-13 and employs 158 licensed agents, 110 investment adviser representatives, and 199 registered representatives. Ausdal Financial Partners, Inc. provides advisory services for individuals, businesses, high-net-worth individuals, charitable organizations, pension plans, and corporations. They also participate in wrap fee programs.
Ausdal Financial Partners, Inc.

5187 UTICA RIDGE RD

DAVENPORT, IA 52807

$1.53B

Assets Under Management

2,640

Total Clients

145

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 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.

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advice on uma platforms

Advice on uma platforms

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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commissions

Earned based on transactions or products sold.

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percentage of assets

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

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other

Revenue sharing

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Matthew Lessman’s Registration & Firm History

NE

06/11/2020 - Present

Ausdal Financial Partners, Inc. (Omaha NE)

MO

03/10/2011 - 11/21/2017

LARSON FINANCIAL SECURITIES, LLC (SAINT LOUIS MO)

NE

04/22/2006 - 06/01/2006

TD AMERITRADE, INC. (BELLEVUE NE)

NE

10/07/2005 - 04/22/2006

AMERITRADE, INC. (BELLEVUE NE)

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Licenses & Designations

BOTH

Issued 03/16/2011

Series 66 - Uniform Combined State Law Examination

BC

Issued 06/24/2020

Series 7TO - General Securities Representative Examination

BC

Issued 11/21/2017

SIE - Securities Industry Essentials Examination

BC

Issued 03/09/2011

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Matthew Raymond Lessman.
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