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CFP
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CFP

Matthew Wilson

Ausdal Financial Partners, INC.
23 Years of Experience
Boulder, CO
2 DisclosuresBrokerSells Insurance
View SEC Summary
View SEC Summary

Matthew Wilson is a CFP-designated registered investment advisor at Ausdal Financial Partners, INC., based in Boulder, CO, with 23 years of industry experience. Matthew is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, Insurance Planning, Investment Management, and 2 more. Their firm serves 16,572 clients with $3.7B in assets under management.

Ausdal Financial Partners, INC.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
238 advisors
Number of Clients
16,572 clients
Average Client Portfolio
$225K average
Assets Under Management
$3.7B

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any3.00%

Maximum annual fee across investment advisory programs will not exceed 3%. Specific fee schedules are negotiated directly with your investment advisor representative.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

1135 Pearl Street, #208, Boulder, CO, 80302

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Regulatory
March 2009
Final
Employment Separation After Allegations
December 2008
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Matthew is an insurance agent selling insurance products, dedicating minimal time to this activity. He is also the president/owner of Summit CPA Solutions, a CPA consulting practice, spending about a quarter of his time there, and a managing member of Bolder Eagle Fund, LP, dedicating a few hours per week to capital raise and fund administration.

Employment History
Current Registrations
Ausdal Financial Partners, INC.Broker
June 2019 - Present · 7 yrs 4 mos
Ausdal Financial Partners, INC.
June 2019 - Present · 7 yrs 4 mos
Previous Registrations
Capital Financial Services, INC.
February 2009 - June 2019 · 10 yrs 4 mos
Capital Financial Services, INC.Broker
February 2009 - June 2019 · 10 yrs 4 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
October 2005 - January 2009 · 3 yrs 3 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
September 2005 - January 2009 · 3 yrs 4 mos
Morgan Stanley
July 2003 - October 2005 · 2 yrs 3 mos
Morgan Stanley Dw INC.Broker
September 2002 - October 2005 · 3 yrs 1 mo
State Registrations20 states
ARAZCACOFLHIIAIDKSMIMNMOMTNCNDNEOHOKSDTX
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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