Matt R. Gsellman
WEALTH WATCH ADVISORS,
Lorain, OH
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CRD#: 1947869
Professional summary
Matt R Gsellman, CFP®, who also goes by Matt Ronald Gsellman, is a registered financial advisor currently at WEALTH WATCH ADVISORS, INC located in Lorain, Ohio.
Matt is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1989. Matt has worked at 10 firms and has passed the Series 63, Series 7 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Matt Ronald Gsellman
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1) FARMING/AGRICULTURAL ALPACA OWNER/BREEDER, FROM 12/1995 TO PRESENT SHARE RESPONSIBILITIES WITH OTHER FAMILY MEMBERS. APPROXIMATELY, 15 HOURS PER WEEK ON REGULAR FARM MAINTENANCE. ATTEND SHOWS ON FEW WEEKENDS PER YEAR. OCCASIONALLY TRANSPORT ANIMALS. 2) TERRACE GROWTH INVESTMENT FINANCIAL SERVICES; INDEPENDENT INSURANCE AGENT; Akron, OH; LIFE INSURANCE, ANNUTIES, HEALTH, LONG-TERM CARE; 01/2010; 80 HR PER MONTH; 35 OF WHICH ARE DURING SECUTIES TRADING HOURS. 3) OUTSOURCED ESTATE PLANNING SOFTWARE SERVICES THROUGH LEGACY LOCK; 10/2023; 10 HOURS/MONTH WITH APPROX. 5 HOURS DUIRNG TRADING HOURS.
CRS (Client Relationship Summary) - RIA
Click below to view Matt R Gsellman's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 1994
Experience
Current
July 7, 2025 - Present
WEALTH WATCH ADVISORS, INC
RIA
CRD#: 172002
Lorain, OH
Past
July 27, 2022 - December 31, 2024
IAMS WEALTH MANAGEMENT, LLC
RIA
CRD#: 286085
Akron, OH
Past
November 5, 2020 - April 18, 2022
EAGLE FINANCIAL ADVISORS, LLC
RIA
CRD#: 167696
FRISCO, TX
Past
September 25, 2020 - October 6, 2020
AEGIS WEALTH MANAGEMENT, INC.
RIA
CRD#: 301990
Medina, OH
Past
April 4, 2003 - March 12, 2007
THRIVENT INVESTMENT MANAGEMENT INC.
BD
CRD#: 18387
MEDINA, OH
Past
September 8, 1998 - March 17, 2003
HORNOR, TOWNSEND & KENT, LLC
BD
CRD#: 4031
CONSHOHOCKEN, PA
Past
June 2, 1998 - September 9, 1998
SUNAMERICA SECURITIES, INC.
BD
CRD#: 20068
PHOENIX, AZ
Past
November 15, 1995 - June 1, 1998
VESTAX SECURITIES CORPORATION
BD
CRD#: 10332
HUDSON, OH
Past
September 21, 1995 - November 15, 1995
CINCINNATI ANALYSTS, INC.
BD
CRD#: 5478
CINCINNATI, OH
Past
September 23, 1994 - September 26, 1995
WMA SECURITIES, INC.
BD
CRD#: 32625
DULUTH, GA
Past
July 23, 1993 - October 3, 1994
VESTAX SECURITIES CORPORATION
BD
CRD#: 10332
HUDSON, OH
Past
May 30, 1989 - August 2, 1993
THRIVENT INVESTMENT MANAGEMENT INC.
BD
CRD#: 18387
MINNEAPOLIS, MN
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
WW
WEALTH WATCH ADVISORS, INC
ALPHALINK INVESTMENTS, LTD | WORTH RETIREMENT ADVISORS | WEST TEXAS SENIOR RESOURCES | WEALTH WATCH ADVISORS, LLC | WEALTH WATCH ADVISORS, INC. | WEALTH WATCH ADVISORS, INC | TRUSKOR WEALTH GROUP | THE WEALTH ADVOCATE INVESTMENT GROUP LLC | STRONG FINANCIAL, INC | SOLOMON GROUP FINANCIAL SERVICES | SHIELD FINANCIAL AND INSURANCE SERVICES, INC. | SCOTT FINANCIAL SERVICES | SANDERS INDEPENDENT CONSULTING | RETIRE HAPPILY | PACKARD ADVISORY | J. MARTIN WEALTH MANAGEMENT | HUGHES RETIREMENT & FINANCIAL STRATEGIES | HEART FINANCIAL GROUP | GOLDLINE FINANCIAL SERVICES | E. H. HOWARD WEALTH MANGEMENT, LLC. | CSE CAPITAL MANAGEMENT AND INSURANCE SERVICES, INC | CLEAR DIRECTION FINANCIAL | CANNON FINANCIAL GROUP | ALTUS WEALTH STRATEGIES, INC
CRD#: 172002 / SEC#: 801-96180
RIA
Registered Investment Advisory firm - (5/6/2015 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Ohio(7/7/2025)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
WW
WEALTH WATCH ADVISORS, INC
ALPHALINK INVESTMENTS, LTD | WORTH RETIREMENT ADVISORS | WEST TEXAS SENIOR RESOURCES | WEALTH WATCH ADVISORS, LLC | WEALTH WATCH ADVISORS, INC. | WEALTH WATCH ADVISORS, INC | TRUSKOR WEALTH GROUP | THE WEALTH ADVOCATE INVESTMENT GROUP LLC | STRONG FINANCIAL, INC | SOLOMON GROUP FINANCIAL SERVICES | SHIELD FINANCIAL AND INSURANCE SERVICES, INC. | SCOTT FINANCIAL SERVICES | SANDERS INDEPENDENT CONSULTING | RETIRE HAPPILY | PACKARD ADVISORY | J. MARTIN WEALTH MANAGEMENT | HUGHES RETIREMENT & FINANCIAL STRATEGIES | HEART FINANCIAL GROUP | GOLDLINE FINANCIAL SERVICES | E. H. HOWARD WEALTH MANGEMENT, LLC. | CSE CAPITAL MANAGEMENT AND INSURANCE SERVICES, INC | CLEAR DIRECTION FINANCIAL | CANNON FINANCIAL GROUP | ALTUS WEALTH STRATEGIES, INC
CRD#: 172002 / SEC#: 801-96180
RIA
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Contact information
Main Address
S Valley Hwy 8310, Englewood, CO 80112
Mailing Address
Phone number
(855) 822-3708
Established
Firm type
Fiscal year end
# of Employees
54
SEC notice filing (25 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 3,556 |
| AUM (Assets Under Management) | $ 473,650,570 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
