Matthew Samson (CRD# 6540931) is an Investment Advisor Representative working at Ica Group Wealth Management, LLC in Omaha, NE and has over 8 years of experience in the finance industry.
CRD# 6243132
Edward Jones
CRD# 5297231
Charles Schwab & Company, Inc.
CRD# 6157826
Principal Advised Services
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ica Group Wealth Management, LLC | Denver, CO | Jun 2023 - Current | < 1 |
| Principal Life Insurance Company | Elkhorn, NE | Jun 2020 - Current | 3 |
| Principal Securities Inc. | Elkhorn, NE | Jun 2020 - Current | 3 |
| Ils Financial (integrated Lifestyle Strategies) | Elkhorn, NE | Jun 2020 - Jun 2023 | 3 |
| Morgan Stanley Private Bank, National Association | New York, NY | Oct 2015 - Jun 2020 | 4 |
| Morgan Stanley | Omaha, NE | Aug 2015 - Jun 2020 | 4 |
| United States Marine Corps | Beaufort, SC | Apr 2002 - Apr 2020 | 18 |
| Valmont, Inc. | Valley, NE | Aug 2014 - Aug 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Oct 2015 |
- NE
-
Total Assets Under Management1,161MILLIONS
-
Total Number of Accounts6,308ACCOUNTS
-
Average Account Value$184,075
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Other
CA, CO, FL, HI, IL, MI, MN, MT, ND, NE, SD, TX, WI, WY
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