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Matthew Raymond Lessman

Ausdal Financial Partners, Inc.

Omaha, NE

Downers Grove, IL

CRD 5031311

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Employer firm

Ausdal Financial Partners, Inc. CRD 7995

$3.73B regulatory AUM 665 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Selection of other advisers
  • ADVICE ON UMA PLATFORMS

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

Current Employers
Ausdal Financial Partners, Inc.

5187 Utica Ridge Rd, Davenport, IA 52807 • United States

Current Registrations

AuthorityCategoryStatusDate
NE RA APPROVED 2020-06-11
  • NE RA
    APPROVED
    Since 2020-06-11

Branch Locations

2111 S 67Th, Suite 300, Omaha, NE 68106 • United States

3250 Lacey Road Suite 130, Downers Grove, IL 60515 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Larson Financial Group, Llc Saint Louis MO 02/2011 10/2017
Larson Financial Securities, Llc Saint Louis MO 02/2011 10/2017
The Prudent Homebuyer, Llc Omaha NE 09/2017 12/2018
Keller Williams Realty, Inc. Omaha NE 06/2017 12/2018
Ausdal Financial Partners, Inc Davenport IA 06/2020 Present
Exceptional Properties Group Omaha NE 01/2019 06/2019
Pj Morgan Real Estate Brokerage Omaha NE 06/2019 Present
  • 02/2011 → 10/2017
    Saint Louis, MO
  • 02/2011 → 10/2017
    Larson Financial Securities, Llc
    Saint Louis, MO
  • 09/2017 → 12/2018
    The Prudent Homebuyer, Llc
    Omaha, NE
  • 06/2017 → 12/2018
    Keller Williams Realty, Inc.
    Omaha, NE
  • 06/2020 → Present
    Davenport, IA
  • 01/2019 → 06/2019
    Exceptional Properties Group
    Omaha, NE
  • 06/2019 → Present
    Pj Morgan Real Estate Brokerage
    Omaha, NE
Previous Registrations
  • 2017-11-22 → 2018-06-11
    The Prudent Homebuyer
    Omaha, NE
  • 2011-02-23 → 2017-11-21
    Saint Louis, MO
    Saint Louis, MO
    Seattle, WA
    Saint Louis, MO
Other Businesses

1.) MINT HILL INSURANCE SERVICES, LLC; INVESTMENT RELATED; MINT HILL, NC; INSURANCE SALES; MEMBER; ACTIVITY BEGAN 01.2020; I DEVOTE APPX 5 HOURS TO THIS ACTIVITY ALL DURING TRADING HOURS; LLC SERVES AS AN AGENCY TO PROVIDE INSURANCE PRODUCTS TO CLIENTS. 2.) MINT HILL HOLDING COMPANY, LLC; INVESTMENT RELATED; MINT HILL, NC; REAL ESTATE INVESTMENT AND TAX SERVICES ; MEMBER; ACTIVITY BEGAN APRIL 2021; I DEVOTE APPX 3 HOURS ALL DURING TRADING HOURS TO THIS ACTIVITY; MEMBER RESPONSIBLE FOR ANALYSIS AND ADMINISTRATION OF CAPITAL FUNDS. 3.) ML FINANCIAL, LLC; INVESTMENT RELATED; OMAHA, NE; HOLDING COMPANY; COO; ACTIVITY BEGAN IN MARCH 2021; I DEVOTE ONE HOUR PER MONTH TO THIS ACTIVITY ALL DURING TRADING HOURS; OPERATIONS MANAGEMENT. 4.) MINT HILL CAPITAL 1, LLC; INVESTMENT RELATED; MINT HILL, NC; REAL ESTATE; FUND MANAGER OF MHC1; ACTIVITY BEGAN 11/2020; I DEVOTE APPX 10 HOURS TO THIS ACTIVITY ALL DURING TRADING HOURS; MANAGE THE FINANCIALS OF UNDERLYING FUNDS IN MHC1. 5.) MINT HILL CAPITAL2, LLC; INVESTMENT RELATED; MINT HILL, NC; REAL ESTATE; COO; ACTIVITY BEGAN JAN 2022; I DEVOTE APPX 8 HOURS PER MONTH TO THIS ACTIVITY ALL DURING TRADING HOURS; OVERSEE FINANCIALS AND COPLIANCE FOR MHC2. 6.) MINT HILL CAPITAL HOLDING, LLC; INVESTMENT RELATED; MINT HILL, NC; REAL ESTATE; ACTIVITY BEGAN APRIL 2020; I DEVOTE APPX 18 HOURS PER MONTH TO THIS ACTIVITY ALL DURING TRADING HOURS; MANANGE THE FINANCIALS OF THE UNDERLYING FUNDS AND SUBSCRIPTION PROCESS. 7.) MINT HILL TAX SERVICES, LLC; NOT INVESTMENT RELATED; OMAHA, NE; TAX PREPARATION SERVICES; OWNER; ACTIVITY BEGAN 08/2026; I DEVOTE APPX 10 HOURS TO THIS ACTIVITY ALL DURING TRADING HOURS; ASSIST IN GETTING THE TAX PROGRAM ESTABLISHED FOR CLIENTS OF MINT HILL .

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2011-03-16
  • S66 Uniform Combined State Law Examination
    2011-03-16
Designations
  • Certified Financial Planner
Other Names
  • Matt Lessman

View on SEC IAPD

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