Matthew
Lessman

Ausdal Financial Partners, Inc

CRD#5031311
Investment Advisor
in Omaha, NE

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About this Advisor

Matthew Lessman is a financial advisor based in Omaha, Nebraska, working with Ausdal Financial Partners, Inc. Matthew has previously held positions at Larson Financial Group, LLC, Larson Financial Securities, LLC, The Prudent Homebuyer, LLC, Keller Williams Realty, Inc, Ausdal Financial Partners, Inc, Exceptional Properties Group, and Pj Morgan Real Estate Brokerage. Matthew has passed the Series 66 regulatory exam and is registered to provide services in Nebraska. Currently, Matthew is part of Ausdal Financial Partners, Inc, which operates out of Omaha, Nebraska. The firm has 86 offices and 317 employees. The firm manages assets totaling $1.5 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, and other services. The fee structure at Ausdal Financial Partners, Inc includes asset-based, hourly, fixed, commission-based, and other fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions, Others

Office Location

2111 S 67Th, Suite 300
Omaha, NE 68106

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Ausdal Financial Partners, Inc Brokerage Details

Total Assets Under Management

$1,533,931,190

NE Average: $9,259,360,772
Total Number of Employees

317

NE Average: 166
Total Number of Accounts

8,079

NE Average: 7,189
Average Account Size

$189,866

NE Average: $1,287,990

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Other

Matthew Lessman Work History

2020 - Present (5 years)

Ausdal Financial Partners, Inc

2019 - Present (6 years)

Pj Morgan Real Estate Brokerage

2019 - 2019 (< 1 year)

Exceptional Properties Group

2017 - 2018 (1 year)

The Prudent Homebuyer, LLC

2017 - 2018 (1 year)

Keller Williams Realty, Inc

2011 - 2017 (6 years)

Larson Financial Group, LLC

2011 - 2017 (6 years)

Larson Financial Securities, LLC

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Matthew Lessman 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 Ausdal Financial Partners, Inc

Amy Marker
Downers Grove, IL
Tyler Anderson
Downers Grove, IL
Kevin Leet
Louisville, KY
Nathan Schaefer
Huron, OH
Max Birkinbine
Saint Paul, MN
Kasey Reed
Orland Park, IL
Sarah Werner
Downers Grove, IL
Brian Napier
Greenwood, IN

The content in this profile was updated by SmartAsset on 6/19/2024. 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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