Unclaimed Profile

Matthew Roy Wilson

AUSDAL FINANCIAL PARTNERS, INC.·DAVENPORT, Iowa

SIE, Series 7, Series 31, Series 66CFP23 years registeredAUSDAL FINANCIAL PARTNERS, INC.

5187 UTICA RIDGE RD, DAVENPORT, IA 52807CRD# 4576995Firm CRD# 7995

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Matthew Roy Wilson · DAVENPORT, IA

Registration

CRD #4576995 · AUSDAL FINANCIAL PARTNERS, INC. · 23 years registered

Brand Profile

Not yet started

Career History

AUSDAL FINANCIAL PARTNERS, INC.

Jun 2019 – present

CAPITAL FINANCIAL SERVICES, INC.

Feb 2009 – Jun 2019

BOULDER, CO

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Oct 2005 – Jan 2009

GRAND FORKS, ND

MORGAN STANLEY

Jul 2003 – Oct 2005

FARGO, ND

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 31

Series 66

Registration record

First registered · July 25, 2003

Years registered · 23

Professional designation · CFP

Disclosure History

2009Regulatory·Final

2008Employment Separation After Allegations

2 disclosure events on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

AUSDAL FINANCIAL PARTNERS, INC.

CRD 7995 · SEC 801-69266

AUM

$1.5B

Regulatory assets under management

Employees

317

8,079 client accounts

Services offered by AUSDAL FINANCIAL PARTNERS, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at AUSDAL FINANCIAL PARTNERS, INC. →

Introduction

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Frequently Asked Questions

What services does Matthew Roy Wilson offer?

Matthew Roy Wilson specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in DAVENPORT, Iowa for a consultation.

What are Matthew Roy Wilson's credentials?

Matthew Roy Wilson holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Matthew Roy Wilson located?

Matthew Roy Wilson is based in DAVENPORT, Iowa, working with AUSDAL FINANCIAL PARTNERS, INC.. Their office serves clients in the DAVENPORT metropolitan area and surrounding communities.

How does Matthew Roy Wilson charge for services?

Matthew Roy Wilson's firm is compensated through percentage of aum, hourly charges, subscription fees, commissions, other: revenue sharing. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is AUSDAL FINANCIAL PARTNERS, INC.?

AUSDAL FINANCIAL PARTNERS, INC. has approximately 317 employees and manages $1.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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