Matthew
Myers
Pinion Wealth Management, LLC
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About this Advisor
Matthew Myers is a financial advisor based out of Wichita, Kansas. Myers currently works for Pinion Wealth Management, LLC. The advisor has gained experience at Pinion Wealth Management, LLC, Landmark National Bank, Banner Capital Bank, Kansas State University, Ksu Beef Stocker Unit, Beef Cattle Research Center, Kcoe Isom, Eagle Bend Golf Course, City Of Lawrence Parks And Recreation and Veritas Christian. Myers holds a Series 65 license, qualifying them as an investment advisor representative, and is registered to work in Kansas and Montana. Pinion Wealth Management, LLC is a registered investment company based in Wichita, KS. The firm has offices in four locations and just five people on staff. It has $263 million in assets between its 683 accounts, placing it among the mid-sized firms in the nation by assets under management. The firm advises five charities and foundations. Of its 683 client accounts, 16% belong to high-net-worth clients who have more than $1 million in assets. The firm performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Fees charged by financial advisors largely are based on which service is provided. However, fee types billed by Pinion Wealth Management, LLC likely include any combination of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Pinion Wealth Management, LLC Brokerage Details
$262,579,968
5
683
$384,451
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Matthew Myers Work History
Matthew has been registered as a financial advisor for 0 years.*
Pinion Wealth Management, LLC
Landmark National Bank
Banner Capital Bank
Kansas State University
Ksu Beef Stocker Unit
Beef Cattle Research Center
Kcoe Isom
Eagle Bend Golf Course
City Of Lawrence Parks And Recreation
City Of Lawrence Parks And Recreation
Veritas Christian
Kansas State University
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Matthew Myers to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Pinion Wealth Management, LLC
Wichita, KS
Wichita, KS
Fresno, CA
Wichita, KS
Garden City, KS
Wichita, KS
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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