Matthew Dean Gill

Employer firm

Iams Wealth Management, LLC CRD 286085

$397M regulatory AUM 20 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• GENERAL CONSULTING SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2008 → Present
  Westwood Financial Solutions, Llc Dba Decision 1 Financial
  Windsor, CO
• 09/2018 → Present
  Iams Wealth Management, Llc
  Elkhorn, NE
• 01/2024 → Present
  A.C.E.S.
  Windsor, CO

Other Businesses

Independent Insurance Agent (Investment Related) and Mortgage Loan Originator (not investment related) - Managing Member of Westwood Financial Solutions, LLC dba Decision 1 Financial, Windsor, CO, an operating company, life insurance, annuities, and mortgage brokerage business, since 05/2008, spends approximately 80hrs/month, 35 of which are during securities trading hours on these other business activities. Outsourced estate planning services through Legacy Lock, 07/2023, 10 hours/month with approx. 5 hours/month during securities trading hours. Consulting Services for Financial Professionals (non-investment related), A.C.E.S. Advisor Consulting & Education, Windsor, CO, 01/2024, Consultant, spends approx. 10 hrs/month, 5 of which are during securities trading hours.

Exams

• S65 Uniform Investment Adviser Law Examination
  2018-09-04