Matthew
Myers
Pinion Wealth Management, LLC
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About this Advisor
Matthew Myers is a financial advisor based in Wichita, Kansas, working with Pinion Wealth Management, LLC. Matthew has previously held positions 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, and City Of Lawrence Parks And Recreation. Matthew has passed the Series 65 regulatory exam and is registered to provide services in Kansas and Montana. Currently, Matthew is part of Pinion Wealth Management, LLC, which operates out of Wichita, Kansas. The firm has 4 offices and 8 employees. The firm manages assets totaling $493.9 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. The fee structure at Pinion Wealth Management, LLC includes asset-based, hourly, fixed, and other fees.
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Fee Structure
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Pinion Wealth Management, LLC Brokerage Details
$493,929,508
8
1,211
$407,869
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
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
Kansas State University
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
Bozeman, MT
Wichita, KS
Fresno, CA
Wichita, KS
Wichita, KS
Wichita, KS
Garden City, KS
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