Matthew
Seidel

Delta Wealth Solutions, LLC

CRD#6203194
Investment Advisor
in Kansas City, MO

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About this Advisor

Matthew Seidel is a certified financial planner based in Kansas City, Missouri, who has 3 years of relevant experience. Seidel is an advisor for Delta Wealth Solutions, LLC. Their career trajectory has included roles at Securian Financial Services Inc, Minnesota Life, Renaissance Financial, Edwards Jones, University Of Missouri, Moloney Securities Co., Inc, Moloney Securities Asset Management, LLC, Delta Wealth Solutions, LLC and Stifel Nicolaus & Co Inc. Seidel holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is able to work in Kansas, Missouri and Texas. Delta Wealth Solutions, LLC is a business operating in Kansas City, Missouri.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Years Registered*

3 years

Office Location

2345 Grand Blvd. Suite 2120
Kansas City, MO 64108

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Matthew Seidel Work History

Matthew has been registered as a financial advisor for 3 years.*

2020 - Present (4 years)

Delta Wealth Solutions, LLC

2017 - 2020 (3 years)

Moloney Securities Co., Inc

2017 - 2020 (3 years)

Moloney Securities Asset Management, LLC

2016 - 2017 (1 year)

Stifel Nicolaus & Co Inc

2013 - 2016 (3 years)

Securian Financial Services Inc

2013 - 2016 (3 years)

Minnesota Life

2013 - 2016 (3 years)

Renaissance Financial

2013 - 2013 (< 1 year)

Edwards Jones

2013 - 2014 (1 year)

University Of Missouri

2012 - 2013 (1 year)

University Of Missouri

*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 Seidel to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

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.

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