Matthew Stelmaszek

Employer firm

Stellar Wealth Management CRD 342926

Reported services (Item 5G)

• Financial planning
• Educational seminars

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

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

Current Employers

Employment History

• 10/2024 → Present
  Stelmaszek Company Ltd
  North Las Vegas, NV
• 01/2021 → 10/2024
  United States Air Force
  Las Vegas, NV
• 06/2018 → 01/2021
  Department Of The Air Force
  Aviano Ab, XX
• 12/2015 → 06/2018
  Team Select Home Care
  Colorado Springs, CO

Other Businesses

Stelmaszek Company Ltd, a Colorado limited liability company qualified to transact business in Alaska as a foreign limited liability company, located at 8971 Spruce Brook Street, Anchorage, AK 99507. The business is not investment-related; it provides tax preparation, tax representation, and tax consulting services to individuals and small businesses. Mr. Stelmaszek serves as the owner and Enrolled Agent, and the entity is wholly owned by him. His relationship with the business began in 2025 when he commenced tax-preparation operations under this entity. He devotes approximately 120 hours per month to the tax practice, of which approximately 50 hours per month overlap with securities trading hours (Alaska is GMT-9, so securities trading hours of 9:30 AM to 4:00 PM Eastern correspond to only the morning portion of a typical Alaska workday). His duties include preparing federal and state tax returns for individuals and small-business clients; representing clients before the Internal Revenue Service in audits, collections, and appeals; providing tax planning and tax-strategy consulting; maintaining client tax records; and coordinating with clients' other professionals as needed. Stelmaszek Family Revocable Trust holds a small portfolio of residential rental properties, with the trust's primary contact address at 8971 Spruce Brook Street, Anchorage, AK 99507. The business is not investment-related; it consists of passive ownership of residential rental real estate, with rental income and expenses reported on Schedule E of the joint federal income tax return. Mr. Stelmaszek serves as co-trustee and co-grantor jointly with his spouse. His relationship with the rental activity began when the trust was first funded with rental property prior to 2024. He devotes fewer than 5 hours per month to the rental activity, of which fewer than 1 hour per month overlaps with securities trading hours, because rental administration is performed outside normal business hours. His duties consist of periodic oversight of any third-party property manager engaged, light bookkeeping for rental income and expenses, coordination on property maintenance and tenant matters, and lease decisions. The rental activity does not involve any client-facing or investment-advisory work.

Designations

• Chartered Financial Consultant