Matthew J. Henderson

SUNFLOWER WEALTH ADVISORS LLC

Scottsdale, AZ 85254

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CRD#: 2565726

Professional summary

Matthew James Henderson, who also goes by Matthew Henderson, is a registered financial advisor currently at SUNFLOWER WEALTH ADVISORS LLC located in Scottsdale, Arizona.

Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1995. Matthew has worked at 5 firms and has passed the Series 65 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Matthew Henderson

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew James Henderson's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

September 20, 2021 - Present

SUNFLOWER WEALTH ADVISORS LLC

Office #1: 7047 E Greenway Parkway Suite 150, Scottsdale, AZ 85254

RIA

CRD#: 269963

Scottsdale, AZ

Past

March 28, 2014 - December 14, 2017

INTRINSIC VALUE PARTNERS, LLC

RIA

CRD#: 165214

PHOENIX, AZ

Past

March 21, 2006 - December 2, 2013

CAPITAL INVESTMENT COUNSEL, INC

RIA

CRD#: 106966

SCOTTSDALE, AZ

Past

March 21, 2001 - January 3, 2006

PACWEST FINANCIAL MANAGEMENT INC

RIA

CRD#: 108740

PHOENIX, AZ

Past

January 3, 1995 - January 10, 1995

WOODBURY FINANCIAL SERVICES, INC.

CRD#: 421

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

SUNFLOWER WEALTH ADVISORS LLC

CRD#: 269963 / SEC#: 801-106482

RIA

Registered Investment Advisory firm - (8/26/2015 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Kansas
(9/20/2021)

IAR

Texas
(1/9/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 3/1/2001

Uniform Investment Adviser Law Examination

General Industry/Product Exam

Series 6

Date: 12/23/1994

Investment Company Products/Variable Contracts Representative Examination

Current Firm

SUNFLOWER WEALTH ADVISORS LLC

CRD#: 269963 / SEC#: 801-106482

RIA

Registered Investment Advisory firm - (8/26/2015 Approved)

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Contact information

Main Address

3025 Cortland Circle, Salina, KS 67401

Mailing Address

Phone number

(844) 882-0193

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (4 States and Territories)

Documents

Latest Form ADV

Part 2 Brochures

SUNFLOWER WEALTH ADVISORS LLC FORM ADV BROCHURE (10/22/2025)

Regulatory assets under management

Total Number of Accounts	1
AUM (Assets Under Management)	$ 764,383,262

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
10/27/2025	Cover Page	Report
01/24/2025	Cover Page	Report
10/24/2023	Cover Page	Report
04/26/2023	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Matthew J. Henderson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew James Henderson's CRS (Customer Relationship Summary).

Certified licenses

Experience

SUNFLOWER WEALTH ADVISORS LLC

INTRINSIC VALUE PARTNERS, LLC

CAPITAL INVESTMENT COUNSEL, INC

PACWEST FINANCIAL MANAGEMENT INC

WOODBURY FINANCIAL SERVICES, INC.

Primary Firm SEC Registration

SUNFLOWER WEALTH ADVISORS LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 3/1/2001

Series 6

Date: 12/23/1994

Current Firm

SUNFLOWER WEALTH ADVISORS LLC

Contact information

SEC notice filing (4 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

SUNFLOWER WEALTH ADVISORS LLC

TRUST BUT VERIFY

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