Matthew Wilson is a CFP-designated registered investment advisor, based in Overland Park, KS, with 21 years of industry experience. Matthew is also registered as a broker, so some compensation may come from commissions on products sold.
Location
7500 College Blvd., Suite 1000, Overland Park, KS, 66210
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Matthew is the President/CCO/CIO/IAR of Keen Wealth Advisors, spending nearly full-time on client interaction and operations. He is also a Registered Representative with Purshe Kaplan Sterling Investments (PKS), and an insurance agent offering fixed insurance and long-term care insurance, dedicating minimal time to each of these roles. Matthew also owns several LLCs related to automobile ownership and racing events.
Employment History
Current Registrations
Keen Wealth Advisors
Purshe Kaplan Sterling InvestmentsBroker
Previous Registrations
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
State Registrations11 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.
Exams
More Advisors
- Michael Diederich, CFPUmb Private Wealth Management, LLC
- Christopher Ratigan, CFPTwo West Capital Advisors LLC
- Halle Holmes, CFPCreative Planning
- Mitchell Fisher, CFPCreative Planning
- Thomas Elms, CFPTriune Financial Partners, LLC
- Jordan Smith, CFPSound Stewardship, LLC