Matthew
Wilson
Keen Wealth Advisors
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About this Advisor
Matthew Wilson is a certified financial planner who works in Overland Park, Kansas who has 9 years of industry experience. Wilson is currently employed by Keen Wealth Advisors. Wilson has gained experience at Wells Fargo Advisors LLC, Purshe Kaplan Sterling Investments and Keen Wealth Advisors. Wilson has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is approved to work in Kansas and Texas. Keen Wealth Advisors is a registered investment company operating out of Overland Park, KS. It handles $743 million in total assets among its 2,146 client accounts, making it one of the bigger firms in the United States by assets under management. Of its 2,146 customer accounts, 37% are held by high-net-worth investors who have greater than $1 million in assets available to invest. The advisory firm provides a broad array of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. A financial advisor's fees usually vary depending on the services. However, fees billed by Keen Wealth Advisors can be comprised of some blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Keen Wealth Advisors Brokerage Details
$743,124,947
23
2,146
$346,284
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Matthew Wilson Work History
Matthew has been registered as a financial advisor for 9 years.*
Keen Wealth Advisors
Keen Wealth Advisors
Keen Wealth Advisors
Purshe Kaplan Sterling Investments
Keen Wealth Advisors
Keen Wealth Advisors
Keen Wealth Advisors
Wells Fargo Advisors LLC
*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 Wilson 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 Keen Wealth Advisors
Overland Park, KS
Overland Park, KS
Overland Park, KS
Overland Park, KS
Overland Park, KS
Overland Park, KS
Overland Park, KS
Overland Park, KS
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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.
