Matthew Lessman
Matthew Lessman is a CFP-designated registered investment advisor at Ausdal Financial Partners, INC., based in Omaha, NE, with 14 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.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 3.00% |
Maximum annual fee across investment advisory programs will not exceed 3%. Specific fee schedules are negotiated directly with your investment advisor representative.
Fee Estimator
Location
2111 S 67th, Suite 300, Omaha, NE, 68106
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Matthew is a member of Mint Hill Insurance Services, LLC, selling insurance products, dedicating a few hours per week. He is also involved in several real estate investment and holding companies, dedicating minimal to about 10-20% of his time to these activities.
Employment History
Current Registrations
Ausdal Financial Partners, INC.
Ausdal Financial Partners, INC.Broker
Ausdal Financial Partners, INC.
Previous Registrations
The Prudent Homebuyer
Larson Financial Group, LLC
Larson Financial Securities, LLCBroker
Larson Financial Group, LLC
TD Ameritrade, INC.Broker
Ameritrade, INC.Broker
State Registrations1 state
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
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