Matthew Samson

ILS FINANCIAL

OMAHA, NE 68114

Some features on this profile are disabled

CRD#: 6540931

Professional summary

Matthew Samson, CPWA®, who also goes by Matthew John Samson, is a registered financial advisor currently at ILS FINANCIAL, LLC located in Omaha, Nebraska.

Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Matthew has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Matthew John Samson

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)US Marine Corps Reserves; Not Investment Related; Omaha, NE; Reservist; Serves in the reserves that requires some training during the course of the year.; Start Date: 2020; 15 hrs per month; 3 during trading hours. 2)PreVeteran; Not Investment Related; Omaha, NE; Board Member; Serves on board to help vets transition from military life to the private sector.; Start Date: 02/01/2020; 2 hrs per month; 0 during trading hours. 3)Independent Insurance Agent; Investment Related; Omaha, NE; Insurance Agent; Insurance and Annuity sales; Start Date: 06/2023; 16 hrs per month, including during trading hours.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew Samson'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®

CPWA^®

Certified Private Wealth Advisor

Start date: 2021-06-08

Expire date: 2023-05-31

Experience

Current

June 28, 2024 - Present

ILS FINANCIAL, LLC

Office #1: 10050 Regency Cir Suite 533, Omaha, NE 68114

RIA

CRD#: 331725

OMAHA, NE

Past

June 30, 2023 - June 27, 2024

ICA GROUP WEALTH MANAGEMENT, LLC

RIA

CRD#: 311419

OMAHA, NE

Past

June 11, 2020 - June 29, 2023

PRINCIPAL SECURITIES, INC.

RIA

CRD#: 1137

ELKHORN, NE

Past

June 3, 2020 - June 29, 2023

PRINCIPAL SECURITIES, INC.

CRD#: 1137

ELKHORN, NE

Past

October 23, 2015 - June 8, 2020

MORGAN STANLEY

RIA

CRD#: 149777

OMAHA, NE

Past

September 24, 2015 - June 8, 2020

MORGAN STANLEY

CRD#: 149777

OMAHA, NE

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

Nebraska
(6/28/2024)

IAR

Texas
(9/6/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 10/22/2015

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 9/24/2015

General Securities Representative Examination

Current Firm

ILS FINANCIAL, LLC

CRD#: 331725 / SEC#:

Nebraska

Registered Investment Advisory firm - (6/5/2024 Approved)

Texas

Registered Investment Advisory firm - (9/6/2024 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

10050 Regency Cir Suite 533, Omaha, NE 68114

Mailing Address

Phone number

(402) 281-0447

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	64
AUM (Assets Under Management)	$ 9,666,814

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.

Similar Advisors

Byron Smith

OSAIC WEALTH, INC.

IAR

OMAHA, NE

Why Advisor Check

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Matthew Samson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew Samson's CRS (Customer Relationship Summary).

Certified licenses

Experience

ILS FINANCIAL, LLC

ICA GROUP WEALTH MANAGEMENT, LLC

PRINCIPAL SECURITIES, INC.

PRINCIPAL SECURITIES, INC.

MORGAN STANLEY

MORGAN STANLEY

State Registrations and Notice Filings

Exams

Series 66

Date: 10/22/2015

SIE

Date: 10/1/2018

Series 7

Date: 9/24/2015

Current Firm

ILS FINANCIAL, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

ILS FINANCIAL, LLC

TRUST BUT VERIFY

Similar Advisors