Matthew Stevens is a registered investment advisor, based in Kansas City, MO, with 44 years of industry experience.
Location
4717 Grand Ave., Ste 800, Kansas City, MO, 64112
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Matthew is involved in several real estate ventures, including Patriot USA Properties, LLC and Bonner Ridge, LLC, requiring significant time commitments. He also introduces potential clients to Mader Shannon Wealth Management and will fulfill the role of MSRB principal for First Equity Bank, with minimal time commitments for these roles.
Employment History
Current Registrations
Essex Securities LLC
Essex Securities LLCBroker
Mader & Shannon Wealth Management
Previous Registrations
Cadena Securities Services, LLC.Broker
Saxis Group, LLC.Broker
First American Financial Advisors, INC.
Great American Investors, INC.Broker
First Guarantor Securities INC.Broker
Archer Alexander Securities CorporationBroker
Birchtree Financial Services, INC.Broker
Kimmins Securities, INC.Broker
Lowell H. Listrom & Company INC.Broker
Westport Financial Group, INC.Broker
Clayton Brokerage CO. of St. Louis, INC.Broker
Lowell H. Listrom & Company INC.Broker
State Registrations1 state
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.