Matthew
Deller
Sowell Management
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About this Advisor
Matthew Deller is a certified financial planner who works in Denver, Colorado with 4 years of relevant experience. Deller currently works for Sowell Management. Their career trajectory has included roles at Sound Financial Solutions, Inc, Sound Financial Investment Management, LLC, Triad Advisors, LLC, Dynamic Employee Solutions, LLC and 10X Wealth Advisors, Inc. Deller holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is approved to serve investors in Colorado and Ohio. Sowell Management is a business operating out of North Little Rock, AR. The firm has offices in 55 locations and a total of 122 employees. It controls $3 billion in total assets among its 12,450 customer accounts, making it one of the biggest firms in the country by assets under management. The firm advises 18 charitable organizations. Of its 12,450 accounts, just 4% are held by high-net-worth clients who have more than $1 million in assets available to invest. Sowell Management provides a few services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees charged by financial advisors usually depend on which services the firm provides the client. Fees charged by Sowell Management likely include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Sowell Management Brokerage Details
$2,809,119,381
122
12,450
$225,632
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Matthew Deller Work History
Matthew has been registered as a financial advisor for 4 years.*
10X Wealth Advisors, Inc
Dynamic Employee Solutions, LLC
Sound Financial Investment Management, LLC
Triad Advisors, LLC
Sound Financial Solutions, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Matthew Deller to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Sowell Management
North Little Rock, AR
North Little Rock, AR
Houston, TX
Little Rock, AR
Rogers, AR
Gig Harbor, WA
North Little Rock, AR
Gig Harbor, WA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.