MG
Matthew D. Gill
IAMS WEALTH MANAGEMENT
Fort Collins, CO 80528
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CRD#: 7017114
MG
Professional summary
Matthew Dean Gill is a registered financial advisor currently at IAMS WEALTH MANAGEMENT, LLC located in Fort Collins, Colorado.
Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Matthew has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
Independent Insurance Agent (Investment Related) and Mortgage Loan Originator (not investment related) - Managing Member of Westwood Financial Solutions, LLC dba Decision 1 Financial, Windsor, CO, an operating company, life insurance, annuities, and mortgage brokerage business, since 05/2008, spends approximately 80hrs/month, 35 of which are during securities trading hours on these other business activities. Outsourced estate planning services through Legacy Lock, 07/2023, 10 hours/month with approx. 5 hours/month during securities trading hours. Consulting Services for Financial Professionals (non-investment related), A.C.E.S. Advisor Consulting & Education, Windsor, CO, 01/2024, Consultant, spends approx. 10 hrs/month, 5 of which are during securities trading hours.
CRS (Client Relationship Summary) - RIA
Click below to view Matthew Dean Gill'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®
NoneExperience
Current
December 19, 2018 - Present
IAMS WEALTH MANAGEMENT, LLC
Office #1: 2580 E. Harmony Road Suite 201, Fort Collins, CO 80528RIA
CRD#: 286085
Fort Collins, CO
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".
IW
IAMS WEALTH MANAGEMENT, LLC
IAMS WEALTH MANAGEMENT, LLC
CRD#: 286085 / SEC#: 801-108875
RIA
Registered Investment Advisory firm - (1/9/2017 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
Colorado(12/19/2018)
IAR
Iowa(7/29/2021)
IAR
Wyoming(4/26/2021)
Current Firm
IW
IAMS WEALTH MANAGEMENT, LLC
IAMS WEALTH MANAGEMENT, LLC
CRD#: 286085 / SEC#: 801-108875
RIA
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Contact information
Main Address
18881 West Dodge Road Suite 180e, Omaha, NE 68022
Mailing Address
Phone number
(888) 255-7670
Established
Firm type
Fiscal year end
# of Employees
54
SEC notice filing (40 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 2,104 |
| AUM (Assets Under Management) | $ 343,012,390 |
Red Flags
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