Matthew Queen
Matthew Queen is a registered investment advisor at Financial Partners Group, INC., based in Overland Park, KS, with 25 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 1,146 clients with $970M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
FPG charges a percentage of your portfolio's value annually for investment management services. This fee covers investment advice, trading, and ongoing account maintenance. The specific fee is outlined in your Investment Advisory Agreement and can vary based on the size and complexity of your portfolio. FPG's maximum annual advisory fee is 1.25%. Fees are typically deducted from your account by the custodian, but you can also pay by check.
Location
10925 Antioch Road, Suite 100, Overland Park, KS, 66210
Get directionsHistory
Regulatory History (2)
Regulatory
November 2020Regulatory
November 1999Other Business ActivitiesSells Insurance
Matthew is an investment advisor at Financial Partners Group, dedicating nearly full-time hours to this role. He is also an independent insurance agent, spending minimal time on this activity, and is involved in several other ventures including managing family-owned farms and serving on advisory committees.
Employment History
Current Registrations
Financial Partners Group, INC.
Previous Registrations
Mutual Securities, INC.Broker
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
On Investment Management CO
Lawing Financial INC
The O.N. Equity Sales CompanyBroker
Edward JonesBroker
Farmers Financial Solutions, LLCBroker
Investors Brokerage Services, INC.Broker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.