MB
CFP
MB
CFP
Matthew Black
7 Years of Experience
Overland Park, KS
1 DisclosureBrokerSells Insurance
Matthew Black is a CFP-designated registered investment advisor, based in Overland Park, KS, with 7 years of industry experience.
Location
7304 W. 130th Street, Suite 350, Overland Park, KS, 66213
Get directionsHistory
Regulatory History (1)
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Customer Dispute
January 2023Settled
Other Business ActivitiesSells Insurance
Matthew is an IAR with Cooper McManus, an independent insurance agent for various companies, a W2 employee with Larson Financial Services Inc, and an advisory rep of an RIA with CIRA. He also works as a course instructor for financial education, dedicating a few hours per week.
Employment History
Current Registrations
Cambridge Investment Research, INC.Broker
May 2024 - Present · 2 yrs
Cooper Mcmanus
May 2024 - Present · 2 yrs
Previous Registrations
Securities America, INC.Broker
February 2024 - May 2024 · 3 mos
Arbor Point Advisors
February 2024 - May 2024 · 3 mos
Ae Wealth Management, LLC
September 2022 - February 2024 · 1 yr 5 mos
Charles Schwab & CO., INC.
May 2019 - July 2022 · 3 yrs 2 mos
Charles Schwab & CO., INC.Broker
October 2018 - July 2022 · 3 yrs 9 mos
State Registrations14 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.