MW
CFP
MW
CFP

Matthew David Wilson

21 Years of Experience
BrokerSells Insurance
Areas of Practice
Retirement PlanningFinancial Planning & CoachingInvestment ManagementEstate PlanningTax PlanningCharitable GivingEducation Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
16 advisors
Number of Clients
930 clients
Average Client Portfolio
$1.1M average
Assets Under Management
$1.0B

Fee Structure

Minimum Investment:None
Financial Planning:Included in AUM fee
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Location

7500 College Blvd., Suite 1000, Overland Park, KS, 66210

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Matthew is the President/CCO/CIO/IAR of Keen Wealth Advisors, spending nearly full-time on client interaction and operations. He is also a Registered Representative with Purshe Kaplan Sterling Investments (PKS), and an insurance agent offering fixed insurance and long-term care insurance, dedicating minimal time to each of these roles. Matthew also owns several LLCs related to automobile ownership and racing events.

Employment History
Current Registrations
Keen Wealth Advisors
May 2014 - Present · 11 yrs 9 mos
Purshe Kaplan Sterling InvestmentsBroker
May 2014 - Present · 11 yrs 9 mos
Previous Registrations
Wells Fargo Advisors, LLC
February 2005 - May 2014 · 9 yrs 3 mos
Wells Fargo Advisors, LLCBroker
October 2004 - May 2014 · 9 yrs 7 mos
State Registrations11 states
AZCOILKSMNMONCNVOKTXWA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.