Matthew Taylor Seidel

Employer firm

Delta Wealth Solutions, LLC CRD 306199

$104M regulatory AUM 2 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting

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

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

Current Employers

Employment History

• 05/2016 → 11/2017
  Stifel Nicolaus & Co Inc
  Kansas City, MO
• 11/2017 → 02/2020
  Moloney Securities Co., Inc.
  Manchester, MO
• 11/2017 → 02/2020
  Moloney Securities Asset Management, Llc
  Manchester, MO
• 02/2020 → Present
  Delta Wealth Solutions, Llc
  Kansas City, MO
• 04/2014 → 04/2020
  Independent Agent
  Kansas City, MO

Previous Registrations

• 2017-11-13 → 2020-02-07
  Moloney Securities Asset Management Llc
  Overland Park, KS
  Manchester, MO
• 2016-05-19 → 2017-11-17
  Stifel, Nicolaus & Company, Incorporated
  Kansas City, MO
• 2014-04-02 → 2016-05-23
  Securian Financial Services, Inc.
  St. Louis, MO

Other Businesses

PHI GAMMA DELTA; 104 E BROADWAY COLUMBIA MO 65203; COLLEGE FRATERNITY; COMMERCE TRUST; HOUSE CORPS BOARD TREASURER; BALANCE CHECK BOOK, HELP BUDGET, KEEP TOTAL ON OPPERATING ACCOUNT FUNDS; AFFILIATION STARTED 01/01/2016; 3 HOUR PER MONTH; NOT DURING SECURITIES TRADING HOURS; HE SERVES ON THE HOUSE CORPORATION BOARD FOR HIS FORMER FRATERNITY. THE HOUSE CORPORATION BOARD IS A GROUP OF 10 ALUMNI WHO OVERSEE THE DEALINGS OF THE UNDERGRADUATE CHAPTER OF THE FRATERNITY; NOT INVESTMENT-RELATED.

Exams

• S66 Uniform Combined State Law Examination
  2014-03-28

Designations

• Certified Financial Planner