Matthew Seidel is a CFP-designated registered investment advisor at Delta Wealth Solutions, LLC, based in Kansas City, MO, with 12 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 2 more. Their firm serves 136 clients with $96M 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 | 1.50% |
The annual fee is negotiable.
Fee Estimator
Location
2345 Grand Blvd., Suite 2120, Kansas City, MO, 64108
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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 Activities
Matthew serves as the House Corps Board Treasurer for his former fraternity, Phi Gamma Delta, since 2016. He spends minimal time balancing the checkbook, helping with the budget, and managing the operating account funds. This activity is not investment-related.
Employment History
Current Registrations
Delta Wealth Solutions, LLC
Previous Registrations
Moloney Securities Asset Management LLC
Moloney Securities CO., INC.Broker
Stifel, Nicolaus & Company, IncorporatedBroker
Stifel, Nicolaus & Company, Incorporated
Securian Financial Services, INC.
Securian Financial Services, INC.Broker
State Registrations4 states
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.