Matthew
Samson
Ica Group Wealth Management, LLC
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About this Advisor
Matthew Samson is a financial advisor based in Omaha, Nebraska, working with Ica Group Wealth Management, LLC. Matthew has previously held positions at Morgan Stanley, Valmont, Inc, United States Marine Corps, Morgan Stanley Private Bank, National Association, Principal Life Insurance Company, Principal Securities Inc, Ils Financial (Integrated Lifestyle Strategies), and Ica Group Wealth Management, LLC. Matthew has passed the Series 66 regulatory exam and is registered to provide services in Nebraska. Currently, Matthew is part of Ica Group Wealth Management, LLC, which operates out of Omaha, Nebraska. The firm has 22 offices and 45 employees. The firm manages assets totaling $1.2 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, selection of other advisers, and other services. The fee structure at Ica Group Wealth Management, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Ica Group Wealth Management, LLC Brokerage Details
$1,161,142,958
45
6,308
$184,075
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Other
Matthew Samson Work History
Ica Group Wealth Management, LLC
Principal Life Insurance Company
Principal Securities Inc
Ils Financial (Integrated Lifestyle Strategies)
Morgan Stanley
Morgan Stanley Private Bank, National Association
Valmont, Inc
United States Marine Corps
Disclosures
Please visit the SEC profile of Matthew Samson 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 Ica Group Wealth Management, LLC
Denver, CO
Denver, CO
Virden, IL
Fort Collins, CO
Omaha, NE
Charleston, IL
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