Matthew
Starkey

Aspyre Wealth Partners

CRD#3006500
Investment Advisor
in Overland Park, KS

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About this Advisor

Matthew Starkey is a certified financial planner based in Overland Park, Kansas who has 25 years of industry experience. Starkey is an employee of Aspyre Wealth Partners. During their career, Starkey has held roles at Koesten Hirschmann & Crabtree, Inc and Insurance Sales Agent. Starkey has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is registered to serve investors in Florida, Kansas and Texas. Aspyre Wealth Partners is a financial advisory company that has its headquarters in Overland Park, KS. The investment advisory business has a total of 14 financial advisors. It oversees $468 million in total assets between its 1,405 client accounts, making it one of the larger financial advisory firms in the country by assets under management. Of its 1,405 client accounts, 57% are held by high-net-worth individuals who have more than $1 million in investable assets. Aspyre Wealth Partners performs a set of services, including financial planning services, portfolio management for individuals and small businesses and educational seminars. Fees for financial management largely depend on which services are provided. Fees charged by Aspyre Wealth Partners most likely include some blend of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, Series 65, CERTIFIED FINANCIAL PLANNER™

Years Registered*

25 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

10000 College Boulevard, Suite 260
Overland Park, KS 66210

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Aspyre Wealth Partners Brokerage Details

Total Assets Under Management

$468,355,301

KS Average: $2,243,162,756
Total Number of Employees

14

KS Average: 44
Total Number of Accounts

1,405

KS Average: 4,091
Average Account Size

$333,349

KS Average: $548,316

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops

Matthew Starkey Work History

Matthew has been registered as a financial advisor for 25 years.*

1998 - Present (26 years)

Koesten Hirschmann & Crabtree, Inc

1997 - Present (27 years)

Insurance Sales Agent

*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 Starkey 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 Aspyre Wealth Partners

Matthew Schlossman
Manhattan, KS
Lucas Bucl
Overland Park, KS
Melissa Ryan
Overland Park, KS
Jessi Chadd
Overland Park, KS
Joni Lindquist
Overland Park, KS
Jamie Bosse
Overland Park, KS
Tyler Eckert
Overland Park, KS
Stewart Koesten
Overland Park, 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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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