Matthew D. Starkey

Some features on this profile are disabled

CRD#: 3006500

Professional summary

Matthew David Starkey, CFP® was a registered financial advisor .

Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. Matthew had worked at 2 firms and has passed the Series 65, Series 63, Series 31, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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 David Starkey's CRS (Customer Relationship Summary).

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®

CFP^®

Certified Financial Planner

Start date: 2001

Experience

Past

April 14, 1998 - December 31, 2025

ASPYRE WEALTH PARTNERS

RIA

CRD#: 107212

OVERLAND PARK, KS

Past

February 19, 1998 - January 5, 2006

RAYMOND JAMES FINANCIAL SERVICES, INC.

CRD#: 6694

OVERLAND PARK, KS

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".

ASPYRE WEALTH PARTNERS

ASPYRE WEALTH PARTNERS | KOESTEN HIRSCHMANN & CRABTREE, INC. | KHC WEALTH MANAGEMENT SERVICES | KHC WEALTH MANAGEMENT | KHC EXECUTIVE COACHING

CRD#: 107212 / SEC#: 801-57971

RIA

Registered Investment Advisory firm - (9/26/2000 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
(4/14/1998)

IAR

Texas
(3/15/2007)

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: 3/31/1998

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 3/2/1998

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 31

Date: 8/10/2004

Futures Managed Funds Examination

General Industry/Product Exam

Series 7

Date: 2/17/1998

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 10/2/2002

General Securities Principal Examination

Current Firm

ASPYRE WEALTH PARTNERS

ASPYRE WEALTH PARTNERS | KOESTEN HIRSCHMANN & CRABTREE, INC. | KHC WEALTH MANAGEMENT SERVICES | KHC WEALTH MANAGEMENT | KHC EXECUTIVE COACHING

CRD#: 107212 / SEC#: 801-57971

RIA

Registered Investment Advisory firm - (9/26/2000 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

10000 College Blvd., Suite 260, Overland Park, KS 66210

Mailing Address

Phone number

(913) 345-1881

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (8 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2 AND 2B 022026 (2/20/2026)

Regulatory assets under management

Total Number of Accounts	1,559
AUM (Assets Under Management)	$ 668,342,145

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
10/28/2025	Cover Page	Report
01/24/2025	Cover Page	Report
04/22/2024	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.

Similar Advisors

Stephen Zahka

EDWARD JONES

IAR

Marlborough, MA

Marshall Rosen

OSAIC WEALTH, INC.

IAR

Fort Lauderdale, FL

Frank Moore

UBS FINANCIAL SERVICES INC.

IAR

Greenwich, CT

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Matthew D. Starkey

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew David Starkey's CRS (Customer Relationship Summary).

Certified licenses

Experience

RAYMOND JAMES FINANCIAL SERVICES, INC.

Primary Firm SEC Registration

ASPYRE WEALTH PARTNERS

State Registrations and Notice Filings

Exams

Series 65

Date: 3/31/1998

Series 63

Date: 3/2/1998

Series 31

Date: 8/10/2004

Series 7

Date: 2/17/1998

Series 24

Date: 10/2/2002

Current Firm

ASPYRE WEALTH PARTNERS

Contact information

SEC notice filing (8 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

ASPYRE WEALTH PARTNERS

TRUST BUT VERIFY

Similar Advisors